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Wood Tarver Financial Group’s Caterpillar CAT Stock Holding History

Wood Tarver Financial Group’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 		$347K Buy
326
+13
+4% +$11.4K 0.08% 122
2026
Q1 		$221K Buy
+313
New +$217K 0.06% 146
2025
Q3 		– Sell
-291
Closed -$112K – 230
2025
Q2 		$112K Buy
291
+17
+6% +$5.67K 0.03% 201
2025
Q1 		$90.2K Buy
274
+1
+0.4% +$356 0.03% 211
2024
Q4 		$99K Buy
+273
New +$106K 0.03% 197

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Wood Tarver Financial Group's CAT Position: Q2 2026 in Review

Wood Tarver Financial Group increased its Caterpillar (CAT) stake by 4.2% in Q2 2026, buying an estimated $11.4K and bringing the position to 326 shares worth $347K. The position accounts for 0.08% of the portfolio, ranked #122.

Wood Tarver Financial Group first reported a position in CAT in Q4 2024 and has held it in 5 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Wood Tarver Financial Group held 326 shares of Caterpillar worth $347K as of Q2 2026.
  • Wood Tarver Financial Group bought 13 Caterpillar shares in Q2 2026, an estimated $11.4K.
  • Caterpillar made up 0.08% of Wood Tarver Financial Group's portfolio in Q2 2026, its #122 holding.
  • Wood Tarver Financial Group first reported a position in Caterpillar in Q4 2024 and has held it in 5 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.