SSW
CAT icon

Stone Summit Wealth’s Caterpillar CAT Stock Holding History

Stone Summit 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 		$6.08M Sell
5,707
-438
-7% -$385K 1.54% 18
2026
Q1 		$4.35M Sell
6,145
-525
-8% -$364K 1.21% 26
2025
Q4 		$3.82M Sell
6,670
-281
-4% -$156K 1.04% 31
2025
Q3 		$3.32M Sell
6,951
-226
-3% -$96.5K 0.94% 35
2025
Q2 		$2.79M Buy
7,177
+100
+1% +$33.3K 0.86% 40
2025
Q1 		$2.33M Buy
7,077
+325
+5% +$116K 0.79% 45
2024
Q4 		$2.45M Buy
6,752
+31
+0.5% +$12K 0.82% 42
2024
Q3 		$2.63M Sell
6,721
-95
-1% -$32.8K 0.85% 39
2024
Q2 		$2.27M Sell
6,816
-125
-2% -$43.3K 0.81% 38
2024
Q1 		$2.54M Sell
6,941
-620
-8% -$198K 0.88% 40
2023
Q4 		$2.24M Sell
7,561
-70
-0.9% -$18.2K 0.86% 39
2023
Q3 		$2.08M Sell
7,631
-155
-2% -$42K 0.89% 39
2023
Q2 		$1.92M Buy
7,786
+175
+2% +$39K 0.79% 42
2023
Q1 		$1.74M Sell
7,611
-84
-1% -$20.3K 0.77% 45
2022
Q4 		$1.84M Buy
7,695
+115
+2% +$25K 0.9% 39
2022
Q3 		$1.24M Buy
7,580
+170
+2% +$31.1K 0.76% 50
2022
Q2 		$1.32M Buy
7,410
+730
+11% +$154K 0.79% 47
2022
Q1 		$1.47M Buy
6,680
+2,034
+44% +$427K 0.82% 40
2021
Q4 		$964K Buy
+4,646
New +$936K 0.78% 49

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Stone Summit Wealth's CAT Position: Q2 2026 in Review

Stone Summit Wealth reduced its Caterpillar (CAT) stake by 7.1% in Q2 2026, selling an estimated $385K and leaving 5,707 shares worth $6.08M. The position accounts for 1.54% of the portfolio, ranked #18.

Stone Summit Wealth first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Stone Summit Wealth held 5,707 shares of Caterpillar worth $6.08M as of Q2 2026.
  • Stone Summit Wealth sold 438 Caterpillar shares in Q2 2026, an estimated $385K.
  • Caterpillar made up 1.54% of Stone Summit Wealth's portfolio in Q2 2026, its #18 holding.
  • Stone Summit Wealth first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.