WE
CAT icon

Wealth Effects’s Caterpillar CAT Stock Holding History

Wealth Effects’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 		$3.6M Sell
3,384
-14
-0.4% -$12.3K 0.97% 18
2026
Q1 		$2.41M Buy
3,398
+365
+12% +$253K 0.85% 22
2025
Q4 		$1.74M Buy
3,033
+1
+0% +$556 0.54% 34
2025
Q3 		$1.45M Sell
3,032
-31
-1% -$13.2K 0.47% 38
2025
Q2 		$1.19M Buy
3,063
+141
+5% +$47K 0.45% 44
2025
Q1 		$964K Sell
2,922
-39
-1% -$13.9K 0.4% 56
2024
Q4 		$1.07M Buy
2,961
+265
+10% +$103K 0.38% 52
2024
Q3 		$1.05M Sell
2,696
-14
-0.5% -$4.83K 0.37% 57
2024
Q2 		$903K Sell
2,710
-499
-16% -$173K 0.33% 62
2024
Q1 		$1.18M Buy
3,209
+1
+0% +$320 0.43% 49
2023
Q4 		$948K Sell
3,208
-39
-1% -$10.1K 0.36% 65
2023
Q3 		$886K Buy
3,247
+18
+0.6% +$4.88K 0.44% 51
2023
Q2 		$794K Buy
3,229
+32
+1% +$7.13K 0.35% 62
2023
Q1 		$732K Sell
3,197
-119
-4% -$28.8K 0.37% 59
2022
Q4 		$794K Buy
3,316
+201
+6% +$43.8K 0.45% 52
2022
Q3 		$511K Buy
3,115
+11
+0.4% +$2.01K 0.31% 74
2022
Q2 		$555K Buy
3,104
+256
+9% +$53.9K 0.33% 70
2022
Q1 		$635K Buy
2,848
+340
+14% +$71.3K 0.3% 70
2021
Q4 		$518K Buy
+2,508
New +$505K 0.22% 100

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 Effects's CAT Position: Q2 2026 in Review

Wealth Effects reduced its Caterpillar (CAT) stake by 0.41% in Q2 2026, selling an estimated $12.3K and leaving 3,384 shares worth $3.6M. The position accounts for 0.97% of the portfolio, ranked #18.

Wealth Effects first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Wealth Effects held 3,384 shares of Caterpillar worth $3.6M as of Q2 2026.
  • Wealth Effects sold 14 Caterpillar shares in Q2 2026, an estimated $12.3K.
  • Caterpillar made up 0.97% of Wealth Effects's portfolio in Q2 2026, its #18 holding.
  • Wealth Effects first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.