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Revolve Wealth Partners’s Caterpillar CAT Stock Holding History

Revolve Wealth Partners’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$859K Buy
806
+29
+4% +$25.5K 0.09% 123
2026
Q1 		$551K Buy
777
+96
+14% +$66.5K 0.07% 120
2025
Q4 		$390K Buy
681
+16
+2% +$8.89K 0.05% 156
2025
Q3 		$317K Buy
665
+40
+6% +$17.1K 0.04% 173
2025
Q2 		$243K Sell
625
-59
-9% -$19.7K 0.03% 196
2025
Q1 		$226K Buy
684
+19
+3% +$6.77K 0.03% 201
2024
Q4 		$241K Buy
665
+28
+4% +$10.9K 0.03% 191
2024
Q3 		$249K Sell
637
-43
-6% -$14.8K 0.04% 172
2024
Q2 		$227K Buy
680
+2
+0.3% +$693 0.04% 159
2024
Q1 		$249K Buy
+678
New +$217K 0.04% 152

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Revolve Wealth Partners's CAT Position: Q2 2026 in Review

Revolve Wealth Partners increased its Caterpillar (CAT) stake by 3.7% in Q2 2026, buying an estimated $25.5K and bringing the position to 806 shares worth $859K. The position accounts for 0.09% of the portfolio, ranked #123.

Revolve Wealth Partners first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Revolve Wealth Partners held 806 shares of Caterpillar worth $859K as of Q2 2026.
  • Revolve Wealth Partners bought 29 Caterpillar shares in Q2 2026, an estimated $25.5K.
  • Caterpillar made up 0.09% of Revolve Wealth Partners's portfolio in Q2 2026, its #123 holding.
  • Revolve Wealth Partners first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.