WPA
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Wealth Preservation Advisors’s Caterpillar CAT Stock Holding History

Wealth Preservation 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 		– Sell
-13
Closed -$9.21K – 218
2026
Q1 		$9.21K Buy
+13
New +$9K 0.01% 425

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 Preservation Advisors's CAT Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 13 shares — an estimated $9.21K sold.

Wealth Preservation Advisors first reported a position in CAT in Q1 2026 and held it in 1 quarter. The position peaked at $9.21K in Q1 2026. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 13 Caterpillar shares in Q2 2026, an estimated $9.21K.
  • Wealth Preservation Advisors first reported a position in Caterpillar in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Caterpillar position peaked at $9.21K in Q1 2026.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.