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Alaethes Wealth’s Caterpillar CAT Stock Holding History

Alaethes 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 		$5.74M Sell
5,390
-45
-0.8% -$39.5K 1.67% 16
2026
Q1 		$3.85M Sell
5,435
-40
-0.7% -$27.7K 1.1% 21
2025
Q4 		$3.14M Sell
5,475
-42
-0.8% -$23.3K 0.88% 30
2025
Q3 		$2.63M Sell
5,517
-256
-4% -$109K 0.75% 35
2025
Q2 		$2.24M Buy
5,773
+135
+2% +$45K 0.67% 49
2025
Q1 		$1.86M Buy
5,638
+136
+2% +$48.4K 0.68% 52
2024
Q4 		$2M Buy
5,502
+38
+0.7% +$14.7K 0.71% 46
2024
Q3 		$2.14M Sell
5,464
-53
-1% -$18.3K 0.79% 38
2024
Q2 		$1.84M Buy
5,517
+74
+1% +$25.7K 0.76% 40
2024
Q1 		$1.99M Sell
5,443
-10
-0.2% -$3.2K 0.87% 38
2023
Q4 		$1.61M Buy
5,453
+86
+2% +$22.3K 0.76% 48
2023
Q3 		$1.47M Sell
5,367
-260
-5% -$70.5K 0.8% 43
2023
Q2 		$1.38M Buy
5,627
+144
+3% +$32.1K 0.76% 50
2023
Q1 		$1.25M Buy
5,483
+310
+6% +$74.9K 0.74% 56
2022
Q4 		$1.24M Sell
5,173
-125
-2% -$27.2K 0.85% 48
2022
Q3 		$869K Buy
5,298
+281
+6% +$51.3K 0.64% 70
2022
Q2 		$897K Buy
5,017
+4,752
+1,793% +$1M 0.67% 68
2022
Q1 		$59K Hold
265
– – 0.04% 135
2021
Q4 		$55K Hold
265
– – 0.03% 134
2021
Q3 		$51K Hold
265
– – 0.04% 131
2021
Q2 		$58K Buy
+265
New +$61.2K 0.04% 124

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

Alaethes Wealth's CAT Position: Q2 2026 in Review

Alaethes Wealth reduced its Caterpillar (CAT) stake by 0.83% in Q2 2026, selling an estimated $39.5K and leaving 5,390 shares worth $5.74M. The position accounts for 1.67% of the portfolio, ranked #16.

Alaethes Wealth first reported a position in CAT in Q2 2021 and has held it in 21 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Alaethes Wealth held 5,390 shares of Caterpillar worth $5.74M as of Q2 2026.
  • Alaethes Wealth sold 45 Caterpillar shares in Q2 2026, an estimated $39.5K.
  • Caterpillar made up 1.67% of Alaethes Wealth's portfolio in Q2 2026, its #16 holding.
  • Alaethes Wealth first reported a position in Caterpillar in Q2 2021 and has held it in 21 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Alaethes Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.