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Wealth Dimensions Group’s Caterpillar CAT Stock Holding History

Wealth Dimensions Group’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 		$1.16M Buy
1,089
+18
+2% +$15.8K 0.21% 61
2026
Q1 		$759K Sell
1,071
-10
-0.9% -$6.93K 0.15% 73
2025
Q4 		$619K Buy
1,081
+10
+0.9% +$5.56K 0.12% 89
2025
Q3 		$511K Sell
1,071
-9
-0.8% -$3.84K 0.11% 104
2025
Q2 		$419K Buy
1,080
+86
+9% +$28.7K 0.09% 112
2025
Q1 		$328K Buy
994
+53
+6% +$18.9K 0.08% 121
2024
Q4 		$341K Buy
941
+159
+20% +$61.7K 0.08% 114
2024
Q3 		$306K Sell
782
-37
-5% -$12.8K 0.08% 114
2024
Q2 		$273K Sell
819
-70
-8% -$24.3K 0.08% 117
2024
Q1 		$326K Sell
889
-13
-1% -$4.16K 0.1% 107
2023
Q4 		$267K Sell
902
-229
-20% -$59.4K 0.08% 114
2023
Q3 		$309K Sell
1,131
-77
-6% -$20.9K 0.11% 104
2023
Q2 		$297K Buy
1,208
+93
+8% +$20.7K 0.11% 108
2023
Q1 		$255K Buy
1,115
+56
+5% +$13.5K 0.1% 111
2022
Q4 		$254K Buy
+1,059
New +$231K 0.1% 111
2022
Q3 		– Sell
-1,154
Closed -$206K – 121
2022
Q2 		$206K Buy
+1,154
New +$243K 0.1% 119

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

Wealth Dimensions Group's CAT Position: Q2 2026 in Review

Wealth Dimensions Group increased its Caterpillar (CAT) stake by 1.7% in Q2 2026, buying an estimated $15.8K and bringing the position to 1,089 shares worth $1.16M. The position accounts for 0.21% of the portfolio, ranked #61.

Wealth Dimensions Group first reported a position in CAT in Q2 2022 and has held it in 16 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Wealth Dimensions Group held 1,089 shares of Caterpillar worth $1.16M as of Q2 2026.
  • Wealth Dimensions Group bought 18 Caterpillar shares in Q2 2026, an estimated $15.8K.
  • Caterpillar made up 0.21% of Wealth Dimensions Group's portfolio in Q2 2026, its #61 holding.
  • Wealth Dimensions Group first reported a position in Caterpillar in Q2 2022 and has held it in 16 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.