Acima Private Wealth’s Caterpillar CAT Stock Holding History

Acima Private Wealth’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	$1.49M	Hold	1,400	–	–	0.43%	37
2026 Q1	$992K	Hold	1,400	–	–	0.31%	47
2025 Q4	$802K	Hold	1,400	–	–	0.25%	59
2025 Q3	$668K	Sell	1,400 -73	-5%	-$31.2K	0.21%	66
2025 Q2	$572K	Hold	1,473	–	–	0.19%	67
2025 Q1	$486K	Hold	1,473	–	–	0.17%	68
2024 Q4	$534K	Hold	1,473	–	–	0.18%	73
2024 Q3	$576K	Hold	1,473	–	–	0.19%	70
2024 Q2	$491K	Hold	1,473	–	–	0.18%	77
2024 Q1	$540K	Hold	1,473	–	–	0.2%	78
2023 Q4	$436K	Hold	1,473	–	–	0.17%	87
2023 Q3	$402K	Hold	1,473	–	–	0.18%	96
2023 Q2	$362K	Sell	1,473 -5	-0.3%	-$1.11K	0.17%	97
2023 Q1	$338K	Buy	1,478 +57	+4%	+$13.8K	0.17%	95
2022 Q4	$340K	Hold	1,421	–	–	0.17%	95
2022 Q3	$233K	Hold	1,421	–	–	0.12%	109
2022 Q2	$254K	Hold	1,421	–	–	0.13%	109
2022 Q1	$317K	Hold	1,421	–	–	0.15%	110
2021 Q4	$294K	Hold	1,421	–	–	0.13%	112
2021 Q3	$273K	Hold	1,421	–	–	0.13%	110
2021 Q2	$309K	Hold	1,421	–	–	0.14%	104
2021 Q1	$329K	Hold	1,421	–	–	0.16%	96
2020 Q4	$259K	Hold	1,421	–	–	0.13%	106
2020 Q3	$212K	Hold	1,421	–	–	0.13%	109
2020 Q2	$180K	Hold	1,421	–	–	0.12%	122
2020 Q1	$165K	Hold	1,421	–	–	0.13%	122
2019 Q4	$210K	Hold	1,421	–	–	0.15%	133
2019 Q3	$179K	Hold	1,421	–	–	0.14%	139
2019 Q2	$194K	Hold	1,421	–	–	0.15%	125
2019 Q1	$193K	Hold	1,421	–	–	0.17%	120
2018 Q4	$181K	Buy	+1,421	New	+$185K	0.18%	119

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Acima Private Wealth's CAT Position: Q2 2026 in Review

Acima Private Wealth held its Caterpillar (CAT) position steady in Q2 2026 at 1,400 shares worth $1.49M. The position accounts for 0.43% of the portfolio, ranked #37.

Acima Private Wealth first reported a position in CAT in Q4 2018 and has held it in 31 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Acima Private Wealth held 1,400 shares of Caterpillar worth $1.49M as of Q2 2026.
Acima Private Wealth left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.43% of Acima Private Wealth's portfolio in Q2 2026, its #37 holding.
Acima Private Wealth first reported a position in Caterpillar in Q4 2018 and has held it in 31 quarters since.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Acima Private Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.