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TritonPoint Wealth’s Caterpillar CAT Stock Holding History

TritonPoint 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 		$10.4M Sell
9,764
-189
-2% -$166K 1.02% 24
2026
Q1 		$7.05M Sell
9,953
-674
-6% -$467K 0.76% 33
2025
Q4 		$6.09M Sell
10,627
-494
-4% -$275K 0.62% 40
2025
Q3 		$5.31M Buy
11,121
+715
+7% +$305K 0.46% 57
2025
Q2 		$4.04M Sell
10,406
-253
-2% -$84.3K 0.37% 72
2025
Q1 		$3.52M Buy
10,659
+90
+0.9% +$32.1K 0.33% 78
2024
Q4 		$3.83M Sell
10,569
-142
-1% -$55.1K 0.35% 77
2024
Q3 		$4.19M Buy
10,711
+99
+0.9% +$34.2K 0.38% 72
2024
Q2 		$3.53M Sell
10,612
-84
-0.8% -$29.1K 0.34% 79
2024
Q1 		$3.23M Sell
10,696
-1,839
-15% -$588K 0.34% 74
2023
Q4 		$3.71M Buy
+12,535
New +$3.25M 0.36% 72

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

TritonPoint Wealth's CAT Position: Q2 2026 in Review

TritonPoint Wealth reduced its Caterpillar (CAT) stake by 1.9% in Q2 2026, selling an estimated $166K and leaving 9,764 shares worth $10.4M. The position accounts for 1.02% of the portfolio, ranked #24.

TritonPoint Wealth first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,063 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • TritonPoint Wealth held 9,764 shares of Caterpillar worth $10.4M as of Q2 2026.
  • TritonPoint Wealth sold 189 Caterpillar shares in Q2 2026, an estimated $166K.
  • Caterpillar made up 1.02% of TritonPoint Wealth's portfolio in Q2 2026, its #24 holding.
  • TritonPoint Wealth first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 4,063 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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