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Signal Advisors Wealth’s Caterpillar CAT Stock Holding History

Signal Advisors Wealth’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 		$3.99M Buy
3,745
+635
+20% +$558K 0.2% 97
2026
Q1 		$2.2M Buy
3,110
+423
+16% +$293K 0.15% 129
2025
Q4 		$1.54M Buy
2,687
+323
+14% +$180K 0.12% 144
2025
Q3 		$1.13M Buy
2,364
+1,020
+76% +$435K 0.1% 156
2025
Q2 		$522K Sell
1,344
-2,905
-68% -$968K 0.04% 293
2025
Q1 		$1.4M Sell
4,249
-85
-2% -$30.3K 0.14% 149
2024
Q4 		$1.57M Sell
4,334
-177
-4% -$68.6K 0.18% 127
2024
Q3 		$1.76M Buy
+4,511
New +$1.56M 0.25% 97
2024
Q2 		– Sell
-877
Closed -$321K – 100
2024
Q1 		$321K Sell
877
-70
-7% -$22.4K 0.08% 227
2023
Q4 		$280K Buy
+947
New +$246K 0.1% 176

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

Signal Advisors Wealth's CAT Position: Q2 2026 in Review

Signal Advisors Wealth increased its Caterpillar (CAT) stake by 20% in Q2 2026, buying an estimated $558K and bringing the position to 3,745 shares worth $3.99M. The position accounts for 0.2% of the portfolio, ranked #97.

Signal Advisors Wealth first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Signal Advisors Wealth held 3,745 shares of Caterpillar worth $3.99M as of Q2 2026.
  • Signal Advisors Wealth bought 635 Caterpillar shares in Q2 2026, an estimated $558K.
  • Caterpillar made up 0.2% of Signal Advisors Wealth's portfolio in Q2 2026, its #97 holding.
  • Signal Advisors Wealth first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.