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Triad Wealth Partners’s Caterpillar CAT Stock Holding History

Triad Wealth Partners’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 		$1.85M Buy
2,227
+898
+68% +$789K 0.11% 127
2026
Q1 		$942K Buy
1,329
+184
+16% +$127K 0.07% 179
2025
Q4 		$656K Buy
1,145
+372
+48% +$207K 0.06% 211
2025
Q3 		$369K Buy
773
+234
+43% +$99.9K 0.05% 250
2025
Q2 		$209K Buy
+539
New +$180K 0.04% 278
2024
Q3 		– Sell
-147
Closed -$49K – 185
2024
Q2 		$49K Buy
+147
New +$51K 0.03% 233

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

Triad Wealth Partners's CAT Position: Q2 2026 in Review

Triad Wealth Partners increased its Caterpillar (CAT) stake by 68% in Q2 2026, buying an estimated $789K and bringing the position to 2,227 shares worth $1.85M. The position accounts for 0.11% of the portfolio, ranked #127.

Triad Wealth Partners first reported a position in CAT in Q2 2024 and has held it in 6 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Triad Wealth Partners held 2,227 shares of Caterpillar worth $1.85M as of Q2 2026.
  • Triad Wealth Partners bought 898 Caterpillar shares in Q2 2026, an estimated $789K.
  • Caterpillar made up 0.11% of Triad Wealth Partners's portfolio in Q2 2026, its #127 holding.
  • Triad Wealth Partners first reported a position in Caterpillar in Q2 2024 and has held it in 6 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.