Strategic Family Wealth Counselors’s Caterpillar CAT Stock Holding History

Strategic Family Wealth Counselors’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	$249K	Buy	+234	New	+$206K	0.06%	158

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

Strategic Family Wealth Counselors's CAT Position: Q2 2026 in Review

Strategic Family Wealth Counselors opened a new position in Caterpillar (CAT) in Q2 2026: 234 shares worth $249K. The stake represents 0.06% of the portfolio and ranks #158 among its holdings.

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

Strategic Family Wealth Counselors held 234 shares of Caterpillar worth $249K as of Q2 2026.
Caterpillar was a new Strategic Family Wealth Counselors position in Q2 2026.
Caterpillar made up 0.06% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #158 holding.
4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.