AWA
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Aaron Wealth Advisors’s Caterpillar CAT Stock Holding History

Aaron Wealth Advisors’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 		$12.6M Sell
11,790
-283
-2% -$249K 0.64% 23
2026
Q1 		$8.55M Sell
12,073
-247
-2% -$171K 0.49% 33
2025
Q4 		$7.06M Buy
12,320
+4,680
+61% +$2.6M 0.39% 34
2025
Q3 		$3.65M Buy
7,640
+2,529
+49% +$1.08M 0.22% 55
2025
Q2 		$1.98M Sell
5,111
-479
-9% -$160K 0.2% 67
2025
Q1 		$1.84M Sell
5,590
-506
-8% -$180K 0.21% 66
2024
Q4 		$2.21M Buy
6,096
+375
+7% +$145K 0.26% 57
2024
Q3 		$2.24M Buy
5,721
+779
+16% +$269K 0.27% 58
2024
Q2 		$1.65M Buy
4,942
+221
+5% +$76.6K 0.23% 60
2024
Q1 		$1.73M Buy
4,721
+275
+6% +$87.9K 0.25% 59
2023
Q4 		$1.31M Sell
4,446
-6
-0.1% -$1.56K 0.22% 61
2023
Q3 		$1.22M Buy
4,452
+103
+2% +$27.9K 0.16% 81
2023
Q2 		$1.07M Buy
4,349
+376
+9% +$83.8K 0.14% 92
2023
Q1 		$909K Sell
3,973
-180
-4% -$43.5K 0.13% 96
2022
Q4 		$995K Buy
4,153
+2,133
+106% +$464K 0.15% 95
2022
Q3 		$331K Sell
2,020
-121
-6% -$22.1K 0.06% 158
2022
Q2 		$382K Sell
2,141
-451,074
-100% -$95.1M 0.1% 124
2022
Q1 		$2.03M Buy
453,215
+451,208
+22,482% +$94.6M 0.03% 232
2021
Q4 		$414K Buy
2,007
+224
+13% +$45.1K 0.12% 114
2021
Q3 		$342K Buy
1,783
+93
+6% +$19.4K 0.1% 116
2021
Q2 		$367K Sell
1,690
-31
-2% -$7.16K 0.12% 111
2021
Q1 		$399K Buy
+1,721
New +$356K 0.15% 98

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

Aaron Wealth Advisors's CAT Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Caterpillar (CAT) stake by 2.3% in Q2 2026, selling an estimated $249K and leaving 11,790 shares worth $12.6M. The position accounts for 0.64% of the portfolio, ranked #23.

Aaron Wealth Advisors first reported a position in CAT in Q1 2021 and has held it in 22 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Aaron Wealth Advisors held 11,790 shares of Caterpillar worth $12.6M as of Q2 2026.
  • Aaron Wealth Advisors sold 283 Caterpillar shares in Q2 2026, an estimated $249K.
  • Caterpillar made up 0.64% of Aaron Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • Aaron Wealth Advisors first reported a position in Caterpillar in Q1 2021 and has held it in 22 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.