WealthCollab’s Caterpillar CAT Stock Holding History

WealthCollab’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	$4.26K	Hold	4	–	–	﹤0.01%	749
2026 Q1	$2.83K	Hold	4	–	–	﹤0.01%	799
2025 Q4	$2.29K	Hold	4	–	–	﹤0.01%	870
2025 Q3	$1.91K	Hold	4	–	–	﹤0.01%	837
2025 Q2	$1.55K	Hold	4	–	–	﹤0.01%	844
2025 Q1	$1.32K	Hold	4	–	–	﹤0.01%	817
2024 Q4	$1.45K	Hold	4	–	–	﹤0.01%	796
2024 Q3	$1.56K	Hold	4	–	–	﹤0.01%	802
2024 Q2	$1.33K	Hold	4	–	–	﹤0.01%	796
2024 Q1	$1.47K	Hold	4	–	–	﹤0.01%	792
2023 Q4	$1.18K	Buy	+4	New	+$1.04K	﹤0.01%	802

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

WealthCollab's CAT Position: Q2 2026 in Review

WealthCollab held its Caterpillar (CAT) position steady in Q2 2026 at 4 shares worth $4.26K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

WealthCollab first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

WealthCollab held 4 shares of Caterpillar worth $4.26K as of Q2 2026.
WealthCollab left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up ﹤0.01% of WealthCollab's portfolio in Q2 2026, its #749 holding.
WealthCollab first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.