4WM
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49 Wealth Management’s Caterpillar CAT Stock Holding History

49 Wealth Management’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 		$1.65M Buy
1,545
+155
+11% +$136K 0.31% 61
2026
Q1 		$985K Sell
1,390
-93
-6% -$64.4K 0.07% 76
2025
Q4 		$850K Buy
1,483
+388
+35% +$216K 0.07% 82
2025
Q3 		$523K Buy
1,095
+29
+3% +$12.4K 0.05% 91
2025
Q2 		$414K Buy
1,066
+53
+5% +$17.7K 0.04% 101
2025
Q1 		$334K Buy
1,013
+19
+2% +$6.77K 0.04% 129
2024
Q4 		$360K Buy
994
+6
+0.6% +$2.33K 0.05% 104
2024
Q3 		$387K Buy
988
+250
+34% +$86.3K 0.06% 100
2024
Q2 		$243K Buy
+738
New +$256K 0.05% 126

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

49 Wealth Management's CAT Position: Q2 2026 in Review

49 Wealth Management increased its Caterpillar (CAT) stake by 11% in Q2 2026, buying an estimated $136K and bringing the position to 1,545 shares worth $1.65M. The position accounts for 0.31% of the portfolio, ranked #61.

49 Wealth Management first reported a position in CAT in Q2 2024 and has held it in 9 quarters since. 4,052 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • 49 Wealth Management held 1,545 shares of Caterpillar worth $1.65M as of Q2 2026.
  • 49 Wealth Management bought 155 Caterpillar shares in Q2 2026, an estimated $136K.
  • Caterpillar made up 0.31% of 49 Wealth Management's portfolio in Q2 2026, its #61 holding.
  • 49 Wealth Management first reported a position in Caterpillar in Q2 2024 and has held it in 9 quarters since.
  • 4,052 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.