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Sound View Wealth Advisors Group’s Caterpillar CAT Stock Holding History

Sound View Wealth Advisors 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 		$10.4M Sell
9,741
-141
-1% -$124K 0.64% 40
2026
Q1 		$7M Sell
9,882
-141
-1% -$97.7K 0.48% 56
2025
Q4 		$5.74M Sell
10,023
-389
-4% -$216K 0.39% 61
2025
Q3 		$4.97M Sell
10,412
-88
-0.8% -$37.6K 0.34% 70
2025
Q2 		$4.08M Sell
10,500
-1,215
-10% -$405K 0.3% 78
2025
Q1 		$3.86M Sell
11,715
-212
-2% -$75.5K 0.32% 73
2024
Q4 		$4.33M Buy
11,927
+519
+5% +$201K 0.35% 64
2024
Q3 		$4.46M Buy
11,408
+1,650
+17% +$570K 0.36% 61
2024
Q2 		$3.25M Buy
9,758
+280
+3% +$97.1K 0.34% 66
2024
Q1 		$3.47M Sell
9,478
-785
-8% -$251K 0.37% 62
2023
Q4 		$3.03M Buy
10,263
+994
+11% +$258K 0.33% 75
2023
Q3 		$2.53M Buy
9,269
+4,767
+106% +$1.29M 0.31% 79
2023
Q2 		$1.11M Sell
4,502
-39
-0.9% -$8.7K 0.15% 132
2023
Q1 		$1.04M Sell
4,541
-5,722
-56% -$1.38M 0.14% 137
2022
Q4 		$3.03M Buy
10,263
+6,217
+154% +$1.35M 0.33% 75
2022
Q3 		$664K Sell
4,046
-8
-0.2% -$1.46K 0.15% 131
2022
Q2 		$725K Buy
4,054
+1,228
+43% +$259K 0.15% 132
2022
Q1 		$630K Buy
2,826
+259
+10% +$54.3K 0.12% 153
2021
Q4 		$531K Sell
2,567
-61
-2% -$12.3K 0.1% 176
2021
Q3 		$504K Buy
2,628
+112
+4% +$23.3K 0.11% 170
2021
Q2 		$548K Sell
2,516
-619
-20% -$143K 0.12% 159
2021
Q1 		$727K Buy
3,135
+31
+1% +$6.42K 0.17% 126
2020
Q4 		$565K Sell
3,104
-248
-7% -$42.1K 0.14% 141
2020
Q3 		$500K Buy
3,352
+3
+0.1% +$421 0.13% 143
2020
Q2 		$424K Buy
3,349
+4
+0.1% +$474 0.12% 149
2020
Q1 		$388K Sell
3,345
-25
-0.7% -$3.19K 0.13% 140
2019
Q4 		$498K Sell
3,370
-332
-9% -$46.3K 0.14% 139
2019
Q3 		$468K Sell
3,702
-1,756
-32% -$223K 0.14% 144
2019
Q2 		$744K Buy
+5,458
New +$721K 0.22% 112

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

Sound View Wealth Advisors Group's CAT Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Caterpillar (CAT) stake by 1.4% in Q2 2026, selling an estimated $124K and leaving 9,741 shares worth $10.4M. The position accounts for 0.64% of the portfolio, ranked #40.

Sound View Wealth Advisors Group first reported a position in CAT in Q2 2019 and has held it in 29 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Sound View Wealth Advisors Group held 9,741 shares of Caterpillar worth $10.4M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 141 Caterpillar shares in Q2 2026, an estimated $124K.
  • Caterpillar made up 0.64% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #40 holding.
  • Sound View Wealth Advisors Group first reported a position in Caterpillar in Q2 2019 and has held it in 29 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.