SW
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Simplicity Wealth’s Caterpillar CAT Stock Holding History

Simplicity 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 		$29.4M Buy
27,639
+23,563
+578% +$20.7M 0.99% 14
2026
Q1 		$2.89M Buy
4,076
+261
+7% +$181K 0.16% 134
2025
Q4 		$2.19M Sell
3,815
-774
-17% -$430K 0.13% 170
2025
Q3 		$2.19M Sell
4,589
-237
-5% -$101K 0.13% 177
2025
Q2 		$1.87M Buy
4,826
+180
+4% +$60K 0.08% 223
2025
Q1 		$1.53M Buy
4,646
+2,447
+111% +$872K 0.12% 188
2024
Q4 		$798K Sell
2,199
-158
-7% -$61.3K 0.17% 110
2024
Q3 		$922K Sell
2,357
-18,317
-89% -$6.33M 0.09% 209
2024
Q2 		$6.89M Buy
20,674
+847
+4% +$294K 0.16% 137
2024
Q1 		$7.27M Buy
+19,827
New +$6.34M 0.17% 122

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

Simplicity Wealth's CAT Position: Q2 2026 in Review

Simplicity Wealth increased its Caterpillar (CAT) stake by 578% in Q2 2026, buying an estimated $20.7M and bringing the position to 27,639 shares worth $29.4M. The position accounts for 0.99% of the portfolio, ranked #14.

Simplicity Wealth first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 4,047 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Simplicity Wealth held 27,639 shares of Caterpillar worth $29.4M as of Q2 2026.
  • Simplicity Wealth bought 23,563 Caterpillar shares in Q2 2026, an estimated $20.7M.
  • Caterpillar made up 0.99% of Simplicity Wealth's portfolio in Q2 2026, its #14 holding.
  • Simplicity Wealth first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
  • 4,047 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.