AWA
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Arbor Wealth Advisors’s Caterpillar CAT Stock Holding History

Arbor Wealth Advisors’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 		$2.6M Hold
2,437
– – 1.59% 13
2026
Q1 		$1.73M Hold
2,437
– – 1.21% 15
2025
Q4 		$1.4M Hold
2,437
– – 0.99% 19
2025
Q3 		$1.16M Hold
2,437
– – 0.87% 20
2025
Q2 		$946K Hold
2,437
– – 0.77% 21
2025
Q1 		$804K Hold
2,437
– – 0.72% 22
2024
Q4 		$884K Buy
2,437
+100
+4% +$38.8K 0.79% 20
2024
Q3 		$914K Hold
2,337
– – 0.82% 20
2024
Q2 		$778K Hold
2,337
– – 0.77% 22
2024
Q1 		$856K Hold
2,337
– – 0.81% 22
2023
Q4 		$691K Buy
+2,337
New +$606K 0.71% 24

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

Arbor Wealth Advisors's CAT Position: Q2 2026 in Review

Arbor Wealth Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 2,437 shares worth $2.6M. The position accounts for 1.59% of the portfolio, ranked #13.

Arbor Wealth Advisors first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Arbor Wealth Advisors held 2,437 shares of Caterpillar worth $2.6M as of Q2 2026.
  • Arbor Wealth Advisors left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 1.59% of Arbor Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • Arbor Wealth Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Arbor Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.