AWM
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Angeles Wealth Management’s Caterpillar CAT Stock Holding History

Angeles 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 		$2.07M Buy
1,947
+170
+10% +$149K 0.09% 92
2026
Q1 		$1.26M Buy
1,777
+334
+23% +$231K 0.07% 113
2025
Q4 		$827K Buy
1,443
+409
+40% +$227K 0.05% 150
2025
Q3 		$493K Buy
1,034
+25
+2% +$10.7K 0.03% 187
2025
Q2 		$392K Buy
1,009
+13
+1% +$4.33K 0.03% 213
2025
Q1 		$328K Buy
996
+69
+7% +$24.6K 0.03% 189
2024
Q4 		$336K Buy
927
+78
+9% +$30.3K 0.03% 187
2024
Q3 		$332K Sell
849
-67
-7% -$23.1K 0.03% 183
2024
Q2 		$305K Buy
916
+79
+9% +$27.4K 0.03% 178
2024
Q1 		$307K Buy
+837
New +$268K 0.03% 169

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

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

Angeles Wealth Management increased its Caterpillar (CAT) stake by 9.6% in Q2 2026, buying an estimated $149K and bringing the position to 1,947 shares worth $2.07M. The position accounts for 0.09% of the portfolio, ranked #92.

Angeles Wealth Management first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Angeles Wealth Management held 1,947 shares of Caterpillar worth $2.07M as of Q2 2026.
  • Angeles Wealth Management bought 170 Caterpillar shares in Q2 2026, an estimated $149K.
  • Caterpillar made up 0.09% of Angeles Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Angeles Wealth Management first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.