WETS
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Wealth Enhancement Trust Services’s Caterpillar CAT Stock Holding History

Wealth Enhancement Trust Services’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 		$2.06M Sell
1,938
-294
-13% -$258K 0.23% 92
2026
Q1 		$1.58M Buy
2,232
+986
+79% +$683K 0.19% 107
2025
Q4 		$714K Buy
+1,246
New +$693K 0.09% 172

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Wealth Enhancement Trust Services's CAT Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Caterpillar (CAT) stake by 13% in Q2 2026, selling an estimated $258K and leaving 1,938 shares worth $2.06M. The position accounts for 0.23% of the portfolio, ranked #92.

Wealth Enhancement Trust Services first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 3,282 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,938 shares of Caterpillar worth $2.06M as of Q2 2026.
  • Wealth Enhancement Trust Services sold 294 Caterpillar shares in Q2 2026, an estimated $258K.
  • Caterpillar made up 0.23% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #92 holding.
  • Wealth Enhancement Trust Services first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 3,282 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.