BWM
CAT icon

Base Wealth Management’s Caterpillar CAT Stock Holding History

Base 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 		$1.84M Hold
1,724
– – 0.85% 24
2026
Q1 		$1.22M Sell
1,724
-266
-13% -$184K 0.68% 25
2025
Q4 		$1.14M Buy
1,990
+1
+0.1% +$556 0.61% 27
2025
Q3 		$949K Buy
1,989
+265
+15% +$113K 0.54% 28
2025
Q2 		$669K Hold
1,724
– – 0.43% 34
2025
Q1 		$569K Buy
+1,724
New +$614K 0.43% 33

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Base Wealth Management held its Caterpillar (CAT) position steady in Q2 2026 at 1,724 shares worth $1.84M. The position accounts for 0.85% of the portfolio, ranked #24.

Base Wealth Management first reported a position in CAT in Q1 2025 and has held it in 6 quarters since. 3,282 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Base Wealth Management held 1,724 shares of Caterpillar worth $1.84M as of Q2 2026.
  • Base Wealth Management left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.85% of Base Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Base Wealth Management first reported a position in Caterpillar in Q1 2025 and has held it in 6 quarters since.
  • 3,282 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.