Worth Financial Advisory Group’s Caterpillar CAT Stock Holding History

Worth Financial Advisory 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	$1.56M	Buy	+1,468	New	+$1.29M	0.65%	38
2026 Q1	–	Sell	-1,668	Closed	-$956K	–	61
2025 Q4	$956K	Sell	1,668 -10	-0.6%	-$5.56K	0.46%	55
2025 Q3	$801K	Sell	1,678 -125	-7%	-$53.4K	0.45%	51
2025 Q2	$700K	Sell	1,803 -187	-9%	-$62.3K	0.43%	55
2025 Q1	$656K	Sell	1,990 -186	-9%	-$66.3K	0.42%	61
2024 Q4	$789K	Sell	2,176 -145	-6%	-$56.2K	0.49%	52
2024 Q3	$908K	Buy	2,321 +36	+2%	+$12.4K	0.53%	47
2024 Q2	$761K	Sell	2,285 -98	-4%	-$34K	0.5%	48
2024 Q1	$873K	Buy	2,383 +28	+1%	+$8.95K	0.6%	45
2023 Q4	$696K	Sell	2,355 -125	-5%	-$32.4K	0.56%	45
2023 Q3	$677K	Sell	2,480 -131	-5%	-$35.5K	0.61%	43
2023 Q2	$643K	Sell	2,611 -1,046	-29%	-$233K	0.6%	43
2023 Q1	$837K	Sell	3,657 -170	-4%	-$41.1K	0.8%	33
2022 Q4	$917K	Buy	+3,827	New	+$833K	1.07%	23

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

Worth Financial Advisory Group's CAT Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in Caterpillar (CAT) in Q2 2026: 1,468 shares worth $1.56M. The stake represents 0.65% of the portfolio and ranks #38 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in CAT as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Worth Financial Advisory Group held 1,468 shares of Caterpillar worth $1.56M as of Q2 2026.
Caterpillar was a new Worth Financial Advisory Group position in Q2 2026.
Caterpillar made up 0.65% of Worth Financial Advisory Group's portfolio in Q2 2026, its #38 holding.
Worth Financial Advisory Group first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.