SW
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SMART Wealth’s Caterpillar CAT Stock Holding History

SMART 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 		$787K Hold
739
– – 0.17% 129
2026
Q1 		$524K Hold
739
– – 0.15% 128
2025
Q4 		$424K Hold
739
– – 0.13% 120
2025
Q3 		$353K Sell
739
-169
-19% -$72.1K 0.13% 107
2025
Q2 		$352K Sell
908
-1,623
-64% -$541K 0.11% 127
2025
Q1 		$835K Buy
2,531
+257
+11% +$91.5K 0.3% 81
2024
Q4 		$825K Buy
2,274
+856
+60% +$332K 0.29% 82
2024
Q3 		$555K Buy
1,418
+612
+76% +$211K 0.22% 91
2024
Q2 		$268K Buy
806
+64
+9% +$22.2K 0.11% 105
2024
Q1 		$272K Buy
+742
New +$237K 0.12% 91

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

SMART Wealth's CAT Position: Q2 2026 in Review

SMART Wealth held its Caterpillar (CAT) position steady in Q2 2026 at 739 shares worth $787K. The position accounts for 0.17% of the portfolio, ranked #129.

SMART Wealth first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. The position peaked at $835K in Q1 2025. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • SMART Wealth held 739 shares of Caterpillar worth $787K as of Q2 2026.
  • SMART Wealth left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.17% of SMART Wealth's portfolio in Q2 2026, its #129 holding.
  • SMART Wealth first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
  • SMART Wealth's Caterpillar position peaked at $835K in Q1 2025.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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