Seed Wealth Management’s Caterpillar CAT Stock Holding History

Seed 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	$298K	Buy	+280	New	+$246K	0.19%	77
2025 Q4	–	Sell	-525	Closed	-$251K	–	107
2025 Q3	$251K	Sell	525 -915	-64%	-$391K	0.17%	91
2025 Q2	$559K	Hold	1,440	–	–	0.42%	61
2025 Q1	$475K	Hold	1,440	–	–	0.39%	68
2024 Q4	$522K	Hold	1,440	–	–	0.42%	62
2024 Q3	$563K	Hold	1,440	–	–	0.45%	59
2024 Q2	$480K	Buy	1,440 +85	+6%	+$29.5K	0.42%	60
2024 Q1	$493K	Hold	1,355	–	–	0.47%	55
2023 Q4	$397K	Hold	1,355	–	–	0.4%	67
2023 Q3	$370K	Hold	1,355	–	–	0.42%	68
2023 Q2	$333K	Hold	1,355	–	–	0.35%	74
2023 Q1	$310K	Hold	1,355	–	–	0.35%	74
2022 Q4	$325K	Buy	+1,355	New	+$295K	0.37%	71

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

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

Seed Wealth Management opened a new position in Caterpillar (CAT) in Q2 2026: 280 shares worth $298K. The stake represents 0.19% of the portfolio and ranks #77 among its holdings. This is a return to the name: Seed Wealth Management previously reported a position in CAT as recently as Q3 2025.

Seed Wealth Management first reported a position in CAT in Q4 2022 and has held it in 13 quarters since. The position peaked at $563K in Q3 2024. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Seed Wealth Management held 280 shares of Caterpillar worth $298K as of Q2 2026.
Caterpillar was a new Seed Wealth Management position in Q2 2026.
Caterpillar made up 0.19% of Seed Wealth Management's portfolio in Q2 2026, its #77 holding.
Seed Wealth Management first reported a position in Caterpillar in Q4 2022 and has held it in 13 quarters since.
Seed Wealth Management's Caterpillar position peaked at $563K in Q3 2024.
4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Seed Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.