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UP Strategic Wealth Investment Advisors’s Caterpillar CAT Stock Holding History

UP Strategic Wealth Investment Advisors’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 		$617K Hold
708
– – 0.37% 44
2026
Q1 		$634K Hold
708
– – 0.4% 40
2025
Q4 		$514K Hold
708
– – 0.37% 44
2025
Q3 		$378K Hold
708
– – 0.28% 55
2025
Q2 		$275K Sell
708
-55
-7% -$18.3K 0.21% 68
2025
Q1 		$252K Buy
763
+110
+17% +$39.2K 0.22% 68
2024
Q4 		$237K Buy
+653
New +$253K 0.24% 67

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

UP Strategic Wealth Investment Advisors's CAT Position: Q2 2026 in Review

UP Strategic Wealth Investment Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 708 shares worth $617K. The position accounts for 0.37% of the portfolio, ranked #44.

UP Strategic Wealth Investment Advisors first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $634K in Q1 2026. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • UP Strategic Wealth Investment Advisors held 708 shares of Caterpillar worth $617K as of Q2 2026.
  • UP Strategic Wealth Investment Advisors left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.37% of UP Strategic Wealth Investment Advisors's portfolio in Q2 2026, its #44 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • UP Strategic Wealth Investment Advisors's Caterpillar position peaked at $634K in Q1 2026.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.