Shared Vision Wealth Group’s Caterpillar CAT Stock Holding History

Shared Vision Wealth Group’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	$256K	Buy	+241	New	+$212K	0.09%	98

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

Shared Vision Wealth Group's CAT Position: Q2 2026 in Review

Shared Vision Wealth Group opened a new position in Caterpillar (CAT) in Q2 2026: 241 shares worth $256K. The stake represents 0.09% of the portfolio and ranks #98 among its holdings.

4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Shared Vision Wealth Group held 241 shares of Caterpillar worth $256K as of Q2 2026.
Caterpillar was a new Shared Vision Wealth Group position in Q2 2026.
Caterpillar made up 0.09% of Shared Vision Wealth Group's portfolio in Q2 2026, its #98 holding.
4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.