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Wealthspan Partners’s Caterpillar CAT Stock Holding History

Wealthspan 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 		$4.46M Sell
4,184
-22
-0.5% -$19.3K 1.4% 25
2026
Q1 		$2.98M Buy
4,206
+3
+0.1% +$2.08K 1.05% 27
2025
Q4 		$2.41M Sell
4,203
-18
-0.4% -$10K 0.87% 28
2025
Q3 		$2.01M Buy
4,221
+27
+0.6% +$11.5K 0.77% 29
2025
Q2 		$1.63M Sell
4,194
-32
-0.8% -$10.7K 0.67% 34
2025
Q1 		$1.39M Sell
4,226
-10
-0.2% -$3.56K 0.64% 33
2024
Q4 		$1.54M Sell
4,236
-1
-0% -$388 0.73% 32
2024
Q3 		$1.66M Buy
4,237
+1
+0% +$345 0.82% 28
2024
Q2 		$1.41M Buy
4,236
+738
+21% +$256K 0.78% 27
2024
Q1 		$1.28M Buy
3,498
+768
+28% +$245K 0.76% 27
2023
Q4 		$807K Sell
2,730
-72
-3% -$18.7K 0.57% 32
2023
Q3 		$765K Buy
2,802
+5
+0.2% +$1.36K 0.6% 31
2023
Q2 		$688K Sell
2,797
-60
-2% -$13.4K 0.54% 32
2023
Q1 		$654K Hold
2,857
– – 0.56% 33
2022
Q4 		$684K Hold
2,857
– – 0.62% 32
2022
Q3 		$469K Hold
2,857
– – 0.49% 38
2022
Q2 		$511K Sell
2,857
-70
-2% -$14.8K 0.53% 35
2022
Q1 		$652K Hold
2,927
– – 0.59% 29
2021
Q4 		$605K Buy
+2,927
New +$589K 0.53% 35

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

Wealthspan Partners's CAT Position: Q2 2026 in Review

Wealthspan Partners reduced its Caterpillar (CAT) stake by 0.52% in Q2 2026, selling an estimated $19.3K and leaving 4,184 shares worth $4.46M. The position accounts for 1.4% of the portfolio, ranked #25.

Wealthspan Partners first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Wealthspan Partners held 4,184 shares of Caterpillar worth $4.46M as of Q2 2026.
  • Wealthspan Partners sold 22 Caterpillar shares in Q2 2026, an estimated $19.3K.
  • Caterpillar made up 1.4% of Wealthspan Partners's portfolio in Q2 2026, its #25 holding.
  • Wealthspan Partners first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.