SWTS
CAT icon

Stonehaven Wealth & Tax Solutions’s Caterpillar CAT Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$477K Buy
448
+7
+2% +$6.15K 0.38% 47
2026
Q1 		$312K Sell
441
-237
-35% -$164K 0.28% 60
2025
Q4 		$388K Buy
678
+35
+5% +$19.5K 0.35% 49
2025
Q3 		$307K Sell
643
-4
-0.6% -$1.71K 0.28% 56
2025
Q2 		$251K Hold
647
– – 0.25% 62
2025
Q1 		$213K Buy
647
+18
+3% +$6.41K 0.23% 62
2024
Q4 		$228K Buy
+629
New +$244K 0.25% 74

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

Stonehaven Wealth & Tax Solutions's CAT Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions increased its Caterpillar (CAT) stake by 1.6% in Q2 2026, buying an estimated $6.15K and bringing the position to 448 shares worth $477K. The position accounts for 0.38% of the portfolio, ranked #47.

Stonehaven Wealth & Tax Solutions first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Stonehaven Wealth & Tax Solutions held 448 shares of Caterpillar worth $477K as of Q2 2026.
  • Stonehaven Wealth & Tax Solutions bought 7 Caterpillar shares in Q2 2026, an estimated $6.15K.
  • Caterpillar made up 0.38% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #47 holding.
  • Stonehaven Wealth & Tax Solutions first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.