Total Clarity Wealth Management’s Caterpillar CAT Stock Holding History

Total Clarity Wealth Management’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	$4.67M	Sell	4,389 -176	-4%	-$155K	0.91%	24
2026 Q1	$3.23M	Buy	4,565 +182	+4%	+$126K	0.76%	37
2025 Q4	$2.51M	Buy	4,383 +45	+1%	+$25K	0.61%	49
2025 Q3	$2.07M	Buy	4,338 +81	+2%	+$34.6K	0.55%	53
2025 Q2	$1.65M	Sell	4,257 -116	-3%	-$38.7K	0.47%	57
2025 Q1	$1.59M	Hold	4,373	–	–	0.52%	49
2024 Q4	$1.59M	Buy	4,373 +27	+0.6%	+$10.5K	0.52%	49
2024 Q3	$1.7M	Buy	4,346 +119	+3%	+$41.1K	0.55%	50
2024 Q2	$1.41M	Sell	4,227 -249	-6%	-$86.3K	0.49%	56
2024 Q1	$1.64M	Sell	4,476 -56	-1%	-$17.9K	0.57%	47
2023 Q4	$1.34M	Sell	4,532 -173	-4%	-$44.9K	0.55%	55
2023 Q3	$1.28M	Sell	4,705 -811	-15%	-$220K	0.62%	45
2023 Q2	$1.36M	Buy	5,516 +1,288	+30%	+$287K	0.67%	39
2023 Q1	$968K	Buy	4,228 +207	+5%	+$50K	0.53%	52
2022 Q4	$963K	Buy	4,021 +91	+2%	+$19.8K	0.49%	51
2022 Q3	$645K	Sell	3,930 -7	-0.2%	-$1.28K	0.4%	68
2022 Q2	$704K	Sell	3,937 -228	-5%	-$48K	0.36%	65
2022 Q1	$928K	Buy	4,165 +1,054	+34%	+$221K	0.51%	57
2021 Q4	$643K	Buy	3,111 +72	+2%	+$14.5K	0.29%	86
2021 Q3	$583K	Sell	3,039 -43	-1%	-$8.96K	0.28%	90
2021 Q2	$671K	Buy	3,082 +378	+14%	+$87.3K	0.37%	78
2021 Q1	$627K	Buy	2,704 +100	+4%	+$20.7K	0.36%	65
2020 Q4	$474K	Buy	+2,604	New	+$442K	0.33%	84
2020 Q1	–	Sell	-246	Closed	-$36K	–	157
2019 Q4	$36K	Buy	+246	New	+$34.3K	0.03%	308

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Total Clarity Wealth Management's CAT Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its Caterpillar (CAT) stake by 3.9% in Q2 2026, selling an estimated $155K and leaving 4,389 shares worth $4.67M. The position accounts for 0.91% of the portfolio, ranked #24.

Total Clarity Wealth Management first reported a position in CAT in Q4 2019 and has held it in 24 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Total Clarity Wealth Management held 4,389 shares of Caterpillar worth $4.67M as of Q2 2026.
Total Clarity Wealth Management sold 176 Caterpillar shares in Q2 2026, an estimated $155K.
Caterpillar made up 0.91% of Total Clarity Wealth Management's portfolio in Q2 2026, its #24 holding.
Total Clarity Wealth Management first reported a position in Caterpillar in Q4 2019 and has held it in 24 quarters since.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.