WCP
CAT icon

Wick Capital Partners’s Caterpillar CAT Stock Holding History

Wick Capital 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 		$784K Buy
736
+47
+7% +$41.3K 0.12% 70
2026
Q1 		$488K Buy
689
+330
+92% +$229K 0.09% 99
2025
Q4 		$206K Buy
+359
New +$200K 0.04% 196

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Vanguard Capital Management
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State Farm Mutual Automobile Insurance
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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

Wick Capital Partners's CAT Position: Q2 2026 in Review

Wick Capital Partners increased its Caterpillar (CAT) stake by 6.8% in Q2 2026, buying an estimated $41.3K and bringing the position to 736 shares worth $784K. The position accounts for 0.12% of the portfolio, ranked #70.

Wick Capital Partners first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Wick Capital Partners held 736 shares of Caterpillar worth $784K as of Q2 2026.
  • Wick Capital Partners bought 47 Caterpillar shares in Q2 2026, an estimated $41.3K.
  • Caterpillar made up 0.12% of Wick Capital Partners's portfolio in Q2 2026, its #70 holding.
  • Wick Capital Partners first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Wick Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.