AWM
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Ameliora Wealth Management’s Caterpillar CAT Stock Holding History

Ameliora 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 		$364K Hold
342
– – 0.11% 86
2026
Q1 		$242K Hold
342
– – 0.08% 95
2025
Q4 		$196K Hold
342
– – 0.06% 100
2025
Q3 		$163K Hold
342
– – 0.05% 112
2025
Q2 		$133K Hold
342
– – 0.05% 122
2025
Q1 		$113K Sell
342
-223
-39% -$79.4K 0.04% 129
2024
Q4 		$205K Buy
565
+65
+13% +$25.2K 0.08% 96
2024
Q3 		$196K Hold
500
– – 0.08% 85
2024
Q2 		$167K Hold
500
– – 0.08% 90
2024
Q1 		$183K Buy
+500
New +$160K 0.08% 93

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

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

Ameliora Wealth Management held its Caterpillar (CAT) position steady in Q2 2026 at 342 shares worth $364K. The position accounts for 0.11% of the portfolio, ranked #86.

Ameliora Wealth Management first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Ameliora Wealth Management held 342 shares of Caterpillar worth $364K as of Q2 2026.
  • Ameliora Wealth Management left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.11% of Ameliora Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Ameliora Wealth Management first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.