Bellars Harris Wealth Management, LLC’s Caterpillar CAT Stock Holding History

Bellars Harris Wealth Management, LLC’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	$14.7M	Buy	+13,845	New	+$12.2M	3%	1

Other funds holding CAT

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Bellars Harris Wealth Management, LLC's CAT Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in Caterpillar (CAT) in Q2 2026: 13,845 shares worth $14.7M. The stake represents 3% of the portfolio and ranks #1 among its holdings.

2,543 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Bellars Harris Wealth Management, LLC held 13,845 shares of Caterpillar worth $14.7M as of Q2 2026.
Caterpillar was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
Caterpillar made up 3% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #1 holding.
2,543 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.