SWP
CAT icon

Strategic Wealth Partners’s Caterpillar CAT Stock Holding History

Strategic Wealth Partners’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 		$1.21M Sell
1,140
-43
-4% -$37.8K 0.08% 140
2026
Q1 		$838K Buy
1,183
+99
+9% +$68.6K 0.06% 163
2025
Q4 		$621K Sell
1,084
-85
-7% -$47.2K 0.04% 185
2025
Q3 		$558K Buy
1,169
+48
+4% +$20.5K 0.04% 216
2025
Q2 		$435K Buy
+1,121
New +$374K 0.03% 228
2024
Q4 		$433K Sell
1,223
-29
-2% -$11.2K 0.04% 222
2024
Q3 		$490K Buy
1,252
+44
+4% +$15.2K 0.05% 209
2024
Q2 		$402K Buy
1,208
+104
+9% +$36.1K 0.04% 214
2024
Q1 		$405K Buy
+1,104
New +$353K 0.04% 210
2023
Q4 		– Sell
-825
Closed -$225K – 281
2023
Q3 		$225K Buy
+825
New +$224K 0.03% 266
2020
Q2 		– Sell
-1,606
Closed -$237K – 137
2020
Q1 		$237K Hold
1,606
– – 0.12% 127
2019
Q4 		$237K Buy
1,606
+1,522
+1,812% +$212K 0.12% 127
2019
Q3 		$10 Hold
84
– – ﹤0.01% 514
2019
Q2 		$11K Buy
84
+1
+1% +$132 0.01% 475
2019
Q1 		$12K Hold
83
– – 0.01% 460
2018
Q4 		$11K Buy
+83
New +$10.8K 0.01% 432

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

Strategic Wealth Partners's CAT Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Caterpillar (CAT) stake by 3.6% in Q2 2026, selling an estimated $37.8K and leaving 1,140 shares worth $1.21M. The position accounts for 0.08% of the portfolio, ranked #140.

Strategic Wealth Partners first reported a position in CAT in Q4 2018 and has held it in 16 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Strategic Wealth Partners held 1,140 shares of Caterpillar worth $1.21M as of Q2 2026.
  • Strategic Wealth Partners sold 43 Caterpillar shares in Q2 2026, an estimated $37.8K.
  • Caterpillar made up 0.08% of Strategic Wealth Partners's portfolio in Q2 2026, its #140 holding.
  • Strategic Wealth Partners first reported a position in Caterpillar in Q4 2018 and has held it in 16 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.