Talisman Wealth Advisors’s Caterpillar CAT Stock Holding History

Talisman Wealth Advisors’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	$619K	Buy	581 +33	+6%	+$29K	0.46%	48
2026 Q1	$388K	Sell	548 -56	-9%	-$38.8K	0.31%	61
2025 Q4	$346K	Sell	604 -38	-6%	-$21.1K	0.27%	72
2025 Q3	$306K	Hold	642	–	–	0.25%	80
2025 Q2	$249K	Buy	642 +11	+2%	+$3.67K	0.23%	91
2025 Q1	$208K	Buy	631 +1	+0.2%	+$356	0.21%	101
2024 Q4	$228K	Sell	630 -19	-3%	-$7.37K	0.24%	94
2024 Q3	$254K	Buy	649 +11	+2%	+$3.8K	0.27%	87
2024 Q2	$213K	Buy	638 +61	+11%	+$21.2K	0.25%	92
2024 Q1	$212K	Buy	+577	New	+$184K	0.27%	86

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

Talisman Wealth Advisors's CAT Position: Q2 2026 in Review

Talisman Wealth Advisors increased its Caterpillar (CAT) stake by 6% in Q2 2026, buying an estimated $29K and bringing the position to 581 shares worth $619K. The position accounts for 0.46% of the portfolio, ranked #48.

Talisman Wealth Advisors first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Talisman Wealth Advisors held 581 shares of Caterpillar worth $619K as of Q2 2026.
Talisman Wealth Advisors bought 33 Caterpillar shares in Q2 2026, an estimated $29K.
Caterpillar made up 0.46% of Talisman Wealth Advisors's portfolio in Q2 2026, its #48 holding.
Talisman Wealth Advisors first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Talisman Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.