TWM
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Tradition Wealth Management’s Caterpillar CAT Stock Holding History

Tradition 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 		$2.84M Buy
2,665
+47
+2% +$41.3K 0.17% 121
2026
Q1 		$1.85M Buy
2,618
+44
+2% +$30.5K 0.13% 148
2025
Q4 		$1.47M Buy
2,574
+31
+1% +$17.2K 0.11% 162
2025
Q3 		$1.21M Sell
2,543
-181
-7% -$77.3K 0.09% 171
2025
Q2 		$1.06M Sell
2,724
-15
-0.5% -$5K 0.08% 177
2025
Q1 		$903K Buy
2,739
+43
+2% +$15.3K 0.08% 180
2024
Q4 		$978K Buy
2,696
+218
+9% +$84.5K 0.09% 173
2024
Q3 		$969K Buy
2,478
+140
+6% +$48.3K 0.09% 173
2024
Q2 		$779K Buy
2,338
+744
+47% +$258K 0.08% 176
2024
Q1 		$584K Buy
1,594
+35
+2% +$11.2K 0.06% 202
2023
Q4 		$461K Sell
1,559
-323
-17% -$83.8K 0.05% 206
2023
Q3 		$514K Buy
1,882
+336
+22% +$91.2K 0.06% 176
2023
Q2 		$380K Sell
1,546
-171
-10% -$38.1K 0.04% 218
2023
Q1 		$393K Buy
1,717
+37
+2% +$8.95K 0.05% 211
2022
Q4 		$402K Buy
1,680
+8
+0.5% +$1.74K 0.06% 185
2022
Q3 		$274K Buy
1,672
+192
+13% +$35.1K 0.04% 221
2022
Q2 		$265K Buy
1,480
+28
+2% +$5.9K 0.04% 233
2022
Q1 		$324K Sell
1,452
-95
-6% -$19.9K 0.04% 239
2021
Q4 		$320K Sell
1,547
-191
-11% -$38.5K 0.04% 236
2021
Q3 		$334K Buy
1,738
+22
+1% +$4.58K 0.05% 209
2021
Q2 		$373K Buy
1,716
+285
+20% +$65.8K 0.06% 212
2021
Q1 		$332K Buy
1,431
+41
+3% +$8.49K 0.06% 201
2020
Q4 		$253K Buy
+1,390
New +$236K 0.05% 210

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

Tradition Wealth Management's CAT Position: Q2 2026 in Review

Tradition Wealth Management increased its Caterpillar (CAT) stake by 1.8% in Q2 2026, buying an estimated $41.3K and bringing the position to 2,665 shares worth $2.84M. The position accounts for 0.17% of the portfolio, ranked #121.

Tradition Wealth Management first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. 4,061 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Tradition Wealth Management held 2,665 shares of Caterpillar worth $2.84M as of Q2 2026.
  • Tradition Wealth Management bought 47 Caterpillar shares in Q2 2026, an estimated $41.3K.
  • Caterpillar made up 0.17% of Tradition Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Tradition Wealth Management first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
  • 4,061 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.