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Watershed Private Wealth’s Caterpillar CAT Stock Holding History

Watershed Private 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 		$5.59M Sell
5,254
-20
-0.4% -$17.6K 1.58% 13
2026
Q1 		$3.74M Sell
5,274
-72
-1% -$49.9K 1.17% 25
2025
Q4 		$3.06M Sell
5,346
-410
-7% -$228K 0.92% 28
2025
Q3 		$2.75M Hold
5,756
– – 0.87% 27
2025
Q2 		$2.23M Hold
5,756
– – 0.81% 28
2025
Q1 		$1.9M Sell
5,756
-69
-1% -$24.6K 0.76% 28
2024
Q4 		$2.11M Sell
5,825
-122
-2% -$47.3K 0.82% 26
2024
Q3 		$2.33M Sell
5,947
-99
-2% -$34.2K 0.93% 23
2024
Q2 		$2.01M Sell
6,046
-139
-2% -$48.2K 0.86% 27
2024
Q1 		$2.27M Sell
6,185
-30
-0.5% -$9.59K 1% 25
2023
Q4 		$1.84M Hold
6,215
– – 1.02% 31
2023
Q3 		$1.7M Hold
6,215
– – 1.05% 31
2023
Q2 		$1.53M Hold
6,215
– – 0.93% 32
2023
Q1 		$1.42M Hold
6,215
– – 0.96% 33
2022
Q4 		$1.49M Buy
+6,215
New +$1.35M 1.13% 28

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

Watershed Private Wealth's CAT Position: Q2 2026 in Review

Watershed Private Wealth reduced its Caterpillar (CAT) stake by 0.38% in Q2 2026, selling an estimated $17.6K and leaving 5,254 shares worth $5.59M. The position accounts for 1.58% of the portfolio, ranked #13.

Watershed Private Wealth first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 4,022 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Watershed Private Wealth held 5,254 shares of Caterpillar worth $5.59M as of Q2 2026.
  • Watershed Private Wealth sold 20 Caterpillar shares in Q2 2026, an estimated $17.6K.
  • Caterpillar made up 1.58% of Watershed Private Wealth's portfolio in Q2 2026, its #13 holding.
  • Watershed Private Wealth first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 4,022 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.