Triangle Securities Wealth Management / CAT
Triangle Securities Wealth Management’s Caterpillar Inc Position
Does Triangle Securities Wealth Management own Caterpillar Inc (CAT)? Yes — 6.2K shares worth $7M (+1.30% of its 13F portfolio) as of Q2 2026, down from 6.4K shares the prior filed quarter.
Position Value
$7M
Q2 2026
Shares
6.2K
% of Portfolio
+1.30%
Quarters Held
31
currently held
Position History CAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 6.2K | $7M | +1.30% |
| Q1 2026 | 6.4K | $5M | +1.02% |
| Q4 2025 | 13.6K | $7M | +1.50% |
| Q3 2025 | 7.0K | $3M | +0.75% |
| Q2 2025 | 6.2K | $2M | +0.59% |
| Q1 2025 | 6.9K | $2M | +0.58% |
| Q4 2024 | 6.7K | $2M | +0.62% |
| Q3 2024 | 7.0K | $3M | +0.71% |
| Q2 2024 | 7.1K | $2M | +0.67% |
| Q1 2024 | 7.1K | $3M | +0.74% |
| Q4 2023 | 7.2K | $2M | +0.66% |
| Q3 2023 | 7.2K | $2M | +0.70% |
| Q2 2023 | 7.2K | $2M | +0.61% |
| Q1 2023 | 7.4K | $2M | +0.60% |
| Q4 2022 | 8.2K | $2M | +0.72% |
| Q3 2022 | 8.3K | $1M | +0.56% |
| Q2 2022 | 8.5K | $2M | +0.59% |
| Q1 2022 | 8.5K | $2M | +0.64% |
| Q4 2021 | 8.8K | $2M | +0.57% |
| Q3 2021 | 8.9K | $2M | +0.58% |
| Q2 2021 | 8.9K | $2M | +0.66% |
| Q1 2021 | 9.6K | $2M | +0.81% |
| Q4 2020 | 10.0K | $2M | +0.72% |
| Q3 2020 | 10.2K | $2M | +0.69% |
| Q2 2020 | 10.4K | $1M | +0.63% |
| Q1 2020 | 9.5K | $1M | +0.64% |
| Q4 2019 | 9.0K | $1M | +0.57% |
| Q3 2019 | 8.9K | $1M | +0.55% |
| Q2 2019 | 8.6K | $1M | +0.59% |
| Q1 2019 | 7.9K | $1M | +0.56% |
| Q4 2018 | 8.1K | $1M | +0.61% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Triangle Securities Wealth Management’s full portfolio or all institutional holders of CAT.