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Shepherd Wealth Management’s Caterpillar CAT Stock Holding History

Shepherd 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 		$1.24M Sell
1,485
-78
-5% -$68.5K 0.69% 17
2026
Q1 		$1.41M Sell
1,563
-7,577
-83% -$5.25M 1.05% 14
2025
Q4 		$5.91M Buy
9,140
+5,066
+124% +$2.82M 4.11% 6
2025
Q3 		$2.33M Buy
4,074
+2,200
+117% +$939K 1.55% 19
2025
Q2 		$782K Sell
1,874
-651
-26% -$217K 0.53% 19
2025
Q1 		$828K Sell
2,525
-456
-15% -$162K 0.85% 19
2024
Q4 		$1.08M Buy
+2,981
New +$1.16M 1.06% 21

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

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

Shepherd Wealth Management reduced its Caterpillar (CAT) stake by 5% in Q2 2026, selling an estimated $68.5K and leaving 1,485 shares worth $1.24M. The position accounts for 0.69% of the portfolio, ranked #17.

Shepherd Wealth Management first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.91M in Q4 2025. 4,047 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Shepherd Wealth Management held 1,485 shares of Caterpillar worth $1.24M as of Q2 2026.
  • Shepherd Wealth Management sold 78 Caterpillar shares in Q2 2026, an estimated $68.5K.
  • Caterpillar made up 0.69% of Shepherd Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Shepherd Wealth Management first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • Shepherd Wealth Management's Caterpillar position peaked at $5.91M in Q4 2025.
  • 4,047 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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