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Thrive Capital Management (Pennsylvania)’s Caterpillar CAT Stock Holding History

Thrive Capital Management (Pennsylvania)’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 		$283K Sell
266
-19
-7% -$16.7K 0.05% 150
2026
Q1 		$202K Buy
+285
New +$197K 0.04% 168
2024
Q1 		– Sell
-968
Closed -$286K – 134
2023
Q4 		$286K Sell
968
-40
-4% -$10.4K 0.15% 106
2023
Q3 		$275K Buy
+1,008
New +$273K 0.15% 102
2021
Q4 		– Sell
-2,302
Closed -$442K – 104
2021
Q3 		$442K Sell
2,302
-79
-3% -$16.5K 0.33% 79
2021
Q2 		$518K Buy
2,381
+879
+59% +$203K 0.4% 75
2021
Q1 		$348K Buy
+1,502
New +$311K 0.33% 79

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Thrive Capital Management (Pennsylvania)'s CAT Position: Q2 2026 in Review

Thrive Capital Management (Pennsylvania) reduced its Caterpillar (CAT) stake by 6.7% in Q2 2026, selling an estimated $16.7K and leaving 266 shares worth $283K. The position accounts for 0.05% of the portfolio, ranked #150.

Thrive Capital Management (Pennsylvania) first reported a position in CAT in Q1 2021 and has held it in 7 quarters since. The position peaked at $518K in Q2 2021. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Thrive Capital Management (Pennsylvania) held 266 shares of Caterpillar worth $283K as of Q2 2026.
  • Thrive Capital Management (Pennsylvania) sold 19 Caterpillar shares in Q2 2026, an estimated $16.7K.
  • Caterpillar made up 0.05% of Thrive Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #150 holding.
  • Thrive Capital Management (Pennsylvania) first reported a position in Caterpillar in Q1 2021 and has held it in 7 quarters since.
  • Thrive Capital Management (Pennsylvania)'s Caterpillar position peaked at $518K in Q2 2021.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q2 2026, filed 5 Aug 2026.