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Rockline Wealth Management’s Caterpillar CAT Stock Holding History

Rockline Wealth Management’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 		$10.4M Buy
9,752
+473
+5% +$416K 1.99% 11
2026
Q1 		$6.57M Buy
9,279
+8,130
+708% +$5.63M 1.43% 19
2025
Q4 		$658K Buy
1,149
+100
+10% +$55.6K 0.13% 60
2025
Q3 		$501K Hold
1,049
– – 0.1% 66
2025
Q2 		$407K Sell
1,049
-78
-7% -$26K 0.1% 70
2025
Q1 		$372K Hold
1,127
– – 0.1% 72
2024
Q4 		$409K Hold
1,127
– – 0.11% 72
2024
Q3 		$441K Hold
1,127
– – 0.12% 72
2024
Q2 		$375K Buy
1,127
+210
+23% +$72.8K 0.12% 76
2024
Q1 		$336K Hold
917
– – 0.12% 75
2023
Q4 		$271K Buy
+917
New +$238K 0.11% 79

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

Rockline Wealth Management's CAT Position: Q2 2026 in Review

Rockline Wealth Management increased its Caterpillar (CAT) stake by 5.1% in Q2 2026, buying an estimated $416K and bringing the position to 9,752 shares worth $10.4M. The position accounts for 1.99% of the portfolio, ranked #11.

Rockline Wealth Management first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,022 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Rockline Wealth Management held 9,752 shares of Caterpillar worth $10.4M as of Q2 2026.
  • Rockline Wealth Management bought 473 Caterpillar shares in Q2 2026, an estimated $416K.
  • Caterpillar made up 1.99% of Rockline Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Rockline Wealth Management first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 4,022 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Rockline Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.