AWM
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Ariadne Wealth Management’s Caterpillar CAT Stock Holding History

Ariadne 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 		$456K Buy
+428
New +$376K 0.2% 123
2026
Q1 		– Sell
-457
Closed -$347K – 252
2025
Q4 		$347K Sell
457
-19
-4% -$10.6K 0.14% 152
2025
Q3 		$264K Buy
+476
New +$203K 0.12% 187
2024
Q4 		– Sell
-542
Closed -$222K – 230
2024
Q3 		$222K Buy
+542
New +$187K 0.12% 181

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

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

Ariadne Wealth Management opened a new position in Caterpillar (CAT) in Q2 2026: 428 shares worth $456K. The stake represents 0.2% of the portfolio and ranks #123 among its holdings. This is a return to the name: Ariadne Wealth Management previously reported a position in CAT as recently as Q4 2025.

Ariadne Wealth Management first reported a position in CAT in Q3 2024 and has held it in 4 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Ariadne Wealth Management held 428 shares of Caterpillar worth $456K as of Q2 2026.
  • Caterpillar was a new Ariadne Wealth Management position in Q2 2026.
  • Caterpillar made up 0.2% of Ariadne Wealth Management's portfolio in Q2 2026, its #123 holding.
  • Ariadne Wealth Management first reported a position in Caterpillar in Q3 2024 and has held it in 4 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.