Titan Wealth’s Caterpillar CAT Stock Holding History

Titan Wealth’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	$9.26M	Sell	8,695 -1,000	-10%	-$878K	3.44%	13
2026 Q1	$6.87M	Sell	9,695 -1,454	-13%	-$1.01M	2.97%	22
2025 Q4	$6.39M	Buy	+11,149	New	+$6.2M	2.46%	24

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

Titan Wealth's CAT Position: Q2 2026 in Review

Titan Wealth reduced its Caterpillar (CAT) stake by 10% in Q2 2026, selling an estimated $878K and leaving 8,695 shares worth $9.26M. The position accounts for 3.44% of the portfolio, ranked #13.

Titan Wealth first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,039 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Titan Wealth held 8,695 shares of Caterpillar worth $9.26M as of Q2 2026.
Titan Wealth sold 1,000 Caterpillar shares in Q2 2026, an estimated $878K.
Caterpillar made up 3.44% of Titan Wealth's portfolio in Q2 2026, its #13 holding.
Titan Wealth first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
4,039 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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