AWM
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Aberdeen Wealth Management’s Caterpillar CAT Stock Holding History

Aberdeen 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 		$1.57M Sell
1,470
-683
-32% -$600K 0.75% 21
2026
Q1 		$1.53M Hold
2,153
– – 0.7% 27
2025
Q4 		$1.23M Sell
2,153
-30
-1% -$16.7K 0.57% 31
2025
Q3 		$1.04M Hold
2,183
– – 0.65% 39
2025
Q2 		$847K Hold
2,183
– – 0.56% 51
2025
Q1 		$720K Buy
2,183
+1
+0% +$356 0.5% 60
2024
Q4 		$792K Sell
2,182
-50
-2% -$19.4K 0.54% 50
2024
Q3 		$873K Sell
2,232
-30
-1% -$10.4K 0.57% 46
2024
Q2 		$754K Hold
2,262
– – 0.51% 52
2024
Q1 		$829K Hold
2,262
– – 0.48% 53
2023
Q4 		$669K Hold
2,262
– – 0.49% 61
2023
Q3 		$617K Sell
2,262
-70
-3% -$19K 0.47% 61
2023
Q2 		$574K Buy
2,332
+66
+3% +$14.7K 0.41% 70
2023
Q1 		$519K Hold
2,266
– – 0.39% 75
2022
Q4 		$543K Hold
2,266
– – 0.41% 66
2022
Q3 		$372K Hold
2,266
– – 0.33% 86
2022
Q2 		$405K Hold
2,266
– – 0.32% 84
2022
Q1 		$505K Hold
2,266
– – 0.34% 79
2021
Q4 		$468K Buy
2,266
+66
+3% +$13.3K 0.31% 88
2021
Q3 		$422K Hold
2,200
– – 0.41% 79
2021
Q2 		$479K Buy
2,200
+30
+1% +$6.93K 0.44% 77
2021
Q1 		$503K Hold
2,170
– – 0.4% 72
2020
Q4 		$395K Hold
2,170
– – 0.3% 92
2020
Q3 		$324K Sell
2,170
-228
-10% -$32K 0.31% 95
2020
Q2 		$303K Buy
2,398
+229
+11% +$27.1K 0.32% 94
2020
Q1 		$252K Sell
2,169
-39
-2% -$4.98K 0.31% 97
2019
Q4 		$326K Buy
+2,208
New +$308K 0.24% 103

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

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

Aberdeen Wealth Management reduced its Caterpillar (CAT) stake by 32% in Q2 2026, selling an estimated $600K and leaving 1,470 shares worth $1.57M. The position accounts for 0.75% of the portfolio, ranked #21.

Aberdeen Wealth Management first reported a position in CAT in Q4 2019 and has held it in 27 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Aberdeen Wealth Management held 1,470 shares of Caterpillar worth $1.57M as of Q2 2026.
  • Aberdeen Wealth Management sold 683 Caterpillar shares in Q2 2026, an estimated $600K.
  • Caterpillar made up 0.75% of Aberdeen Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Aberdeen Wealth Management first reported a position in Caterpillar in Q4 2019 and has held it in 27 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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