Strait & Sound Wealth Management’s Caterpillar CAT Stock Holding History

Strait & Sound Wealth Management’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	$237K	Buy	+223	New	+$196K	0.08%	142

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Strait & Sound Wealth Management's CAT Position: Q2 2026 in Review

Strait & Sound Wealth Management opened a new position in Caterpillar (CAT) in Q2 2026: 223 shares worth $237K. The stake represents 0.08% of the portfolio and ranks #142 among its holdings.

4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Strait & Sound Wealth Management held 223 shares of Caterpillar worth $237K as of Q2 2026.
Caterpillar was a new Strait & Sound Wealth Management position in Q2 2026.
Caterpillar made up 0.08% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #142 holding.
4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.