BHWM
CAT icon

Beaird Harris Wealth Management’s Caterpillar CAT Stock Holding History

Beaird Harris 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 		$591K Hold
555
– – 0.04% 89
2026
Q1 		$393K Sell
555
-118
-18% -$81.7K 0.03% 104
2025
Q4 		$386K Sell
673
-137
-17% -$76.1K 0.03% 103
2025
Q3 		$386K Buy
810
+103
+15% +$44K 0.03% 105
2025
Q2 		$274K Buy
707
+124
+21% +$41.3K 0.02% 119
2025
Q1 		$192K Hold
583
– – 0.02% 122
2024
Q4 		$211K Buy
583
+54
+10% +$20.9K 0.02% 127
2024
Q3 		$207K Sell
529
-54
-9% -$18.6K 0.02% 128
2024
Q2 		$194K Hold
583
– – 0.02% 123
2024
Q1 		$214K Buy
583
+21
+4% +$6.71K 0.02% 110
2023
Q4 		$166K Buy
562
+8
+1% +$2.08K 0.02% 115
2023
Q3 		$151K Buy
554
+54
+11% +$14.6K 0.02% 107
2023
Q2 		$123K Hold
500
– – 0.01% 125
2023
Q1 		$114K Sell
500
-31
-6% -$7.49K 0.02% 121
2022
Q4 		$127K Buy
531
+31
+6% +$6.75K 0.02% 116
2022
Q3 		$82K Hold
500
– – 0.02% 127
2022
Q2 		$89K Buy
500
+335
+203% +$70.6K 0.02% 103
2022
Q1 		$37K Buy
165
+13
+9% +$2.73K 0.01% 206
2021
Q4 		$31K Buy
+152
New +$30.6K 0.01% 281

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Beaird Harris Wealth Management's CAT Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Caterpillar (CAT) position steady in Q2 2026 at 555 shares worth $591K. The position accounts for 0.04% of the portfolio, ranked #89.

Beaird Harris Wealth Management first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 1,994 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Beaird Harris Wealth Management held 555 shares of Caterpillar worth $591K as of Q2 2026.
  • Beaird Harris Wealth Management left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.04% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Beaird Harris Wealth Management first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 1,994 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.