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WealthShield Partners’s Caterpillar CAT Stock Holding History

WealthShield Partners’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 		$518K Sell
486
-669
-58% -$588K 0.08% 154
2026
Q1 		$818K Buy
1,155
+20
+2% +$13.9K 0.09% 205
2025
Q4 		$650K Buy
1,135
+13
+1% +$7.22K 0.07% 222
2025
Q3 		$535K Buy
1,122
+18
+2% +$7.68K 0.06% 231
2025
Q2 		$429K Sell
1,104
-66
-6% -$22K 0.05% 248
2025
Q1 		$386K Buy
1,170
+293
+33% +$104K 0.05% 243
2024
Q4 		$318K Sell
877
-242
-22% -$93.9K 0.05% 242
2024
Q3 		$438K Buy
1,119
+194
+21% +$67K 0.06% 220
2024
Q2 		$308K Hold
925
– – 0.05% 239
2024
Q1 		$339K Sell
925
-102
-10% -$32.6K 0.05% 223
2023
Q4 		$304K Sell
1,027
-422
-29% -$109K 0.05% 239
2023
Q3 		$396K Buy
1,449
+205
+16% +$55.6K 0.06% 222
2023
Q2 		$306K Sell
1,244
-162
-12% -$36.1K 0.05% 251
2023
Q1 		$322K Buy
1,406
+76
+6% +$18.4K 0.05% 245
2022
Q4 		$319K Sell
1,330
-416
-24% -$90.6K 0.06% 239
2022
Q3 		$286K Buy
1,746
+74
+4% +$13.5K 0.06% 247
2022
Q2 		$299K Sell
1,672
-155
-8% -$32.7K 0.06% 250
2022
Q1 		$407K Buy
1,827
+78
+4% +$16.4K 0.07% 258
2021
Q4 		$362K Buy
+1,749
New +$352K 0.06% 214
2021
Q3 		– Sell
-2,854
Closed -$621K – 308
2021
Q2 		$621K Buy
2,854
+168
+6% +$38.8K 0.1% 144
2021
Q1 		$623K Sell
2,686
-512
-16% -$106K 0.11% 134
2020
Q4 		$582K Buy
3,198
+1,566
+96% +$266K 0.11% 150
2020
Q3 		$243K Buy
+1,632
New +$229K 0.09% 220
2018
Q3 		– Sell
-25,025
Closed -$29K – 258
2018
Q2 		$29K Buy
+25,025
New +$3.74M 0.02% 171

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

WealthShield Partners's CAT Position: Q2 2026 in Review

WealthShield Partners reduced its Caterpillar (CAT) stake by 58% in Q2 2026, selling an estimated $588K and leaving 486 shares worth $518K. The position accounts for 0.08% of the portfolio, ranked #154.

WealthShield Partners first reported a position in CAT in Q2 2018 and has held it in 24 quarters since. The position peaked at $818K in Q1 2026. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • WealthShield Partners held 486 shares of Caterpillar worth $518K as of Q2 2026.
  • WealthShield Partners sold 669 Caterpillar shares in Q2 2026, an estimated $588K.
  • Caterpillar made up 0.08% of WealthShield Partners's portfolio in Q2 2026, its #154 holding.
  • WealthShield Partners first reported a position in Caterpillar in Q2 2018 and has held it in 24 quarters since.
  • WealthShield Partners's Caterpillar position peaked at $818K in Q1 2026.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.