Wealthcare Capital Management’s Caterpillar CAT Stock Holding History

Wealthcare Capital Management’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	$239K	Buy	+224	New	+$197K	0.02%	94
2021 Q2	–	Sell	-278	Closed	-$64K	–	168
2021 Q1	$64K	Buy	+278	New	+$57.6K	0.01%	126
2020 Q2	–	Sell	-158	Closed	-$18K	–	78
2020 Q1	$18K	Sell	158 -22	-12%	-$2.81K	﹤0.01%	138
2019 Q4	$27K	Buy	180 +45	+33%	+$6.28K	﹤0.01%	137
2019 Q3	$17K	Hold	135	–	–	﹤0.01%	141
2019 Q2	$18K	Hold	135	–	–	﹤0.01%	133
2019 Q1	$18K	Hold	135	–	–	﹤0.01%	141
2018 Q4	$17K	Hold	135	–	–	﹤0.01%	137
2018 Q3	$21K	Hold	135	–	–	﹤0.01%	134
2018 Q2	$18K	Buy	135 +70	+108%	+$10.5K	﹤0.01%	133
2018 Q1	$10K	Buy	+65	New	+$10.3K	﹤0.01%	143
2015 Q2	–	Sell	-409	Closed	-$33K	–	454
2015 Q1	$33K	Buy	409 +80	+24%	+$6.65K	﹤0.01%	328
2014 Q4	$30K	Buy	329 +2	+0.6%	+$195	﹤0.01%	103
2014 Q3	$32K	Buy	327 +2	+0.6%	+$212	﹤0.01%	95
2014 Q2	$35K	Buy	325 +2	+0.6%	+$210	0.01%	87
2014 Q1	$32K	Buy	323 +2	+0.6%	+$189	0.01%	90
2013 Q4	$29K	Buy	321 +2	+0.6%	+$171	﹤0.01%	56
2013 Q3	$27K	Buy	319 +2	+0.6%	+$169	﹤0.01%	54
2013 Q2	$26K	Buy	+317	New	+$27K	﹤0.01%	56

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Wealthcare Capital Management's CAT Position: Q2 2026 in Review

Wealthcare Capital Management opened a new position in Caterpillar (CAT) in Q2 2026: 224 shares worth $239K. The stake represents 0.02% of the portfolio and ranks #94 among its holdings. This is a return to the name: Wealthcare Capital Management previously reported a position in CAT as recently as Q1 2021.

Wealthcare Capital Management first reported a position in CAT in Q2 2013 and has held it in 19 quarters since. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Wealthcare Capital Management held 224 shares of Caterpillar worth $239K as of Q2 2026.
Caterpillar was a new Wealthcare Capital Management position in Q2 2026.
Caterpillar made up 0.02% of Wealthcare Capital Management's portfolio in Q2 2026, its #94 holding.
Wealthcare Capital Management first reported a position in Caterpillar in Q2 2013 and has held it in 19 quarters since.
4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Wealthcare Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.