BHPW
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Beverly Hills Private Wealth’s Caterpillar CAT Stock Holding History

Beverly Hills Private Wealth’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 		$2.63M Buy
2,471
+22
+0.9% +$19.3K 0.5% 59
2026
Q1 		$1.73M Buy
2,449
+183
+8% +$127K 0.29% 97
2025
Q4 		$1.3M Sell
2,266
-8
-0.4% -$4.45K 0.22% 113
2025
Q3 		$1.08M Sell
2,274
-250
-10% -$107K 0.19% 119
2025
Q2 		$980K Sell
2,524
-7
-0.3% -$2.33K 0.18% 129
2025
Q1 		$835K Buy
2,531
+81
+3% +$28.9K 0.17% 134
2024
Q4 		$889K Buy
2,450
+10
+0.4% +$3.88K 0.18% 129
2024
Q3 		$954K Buy
2,440
+176
+8% +$60.8K 0.19% 131
2024
Q2 		$754K Hold
2,264
– – 0.16% 137
2024
Q1 		$830K Buy
2,264
+7
+0.3% +$2.24K 0.19% 119
2023
Q4 		$667K Sell
2,257
-48
-2% -$12.5K 0.17% 129
2023
Q3 		$629K Sell
2,305
-62
-3% -$16.8K 0.19% 119
2023
Q2 		$654K Buy
2,367
+204
+9% +$45.5K 0.11% 200
2023
Q1 		$495K Buy
+2,163
New +$523K 0.15% 146

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Beverly Hills Private Wealth's CAT Position: Q2 2026 in Review

Beverly Hills Private Wealth increased its Caterpillar (CAT) stake by 0.9% in Q2 2026, buying an estimated $19.3K and bringing the position to 2,471 shares worth $2.63M. The position accounts for 0.5% of the portfolio, ranked #59.

Beverly Hills Private Wealth first reported a position in CAT in Q1 2023 and has held it in 14 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Beverly Hills Private Wealth held 2,471 shares of Caterpillar worth $2.63M as of Q2 2026.
  • Beverly Hills Private Wealth bought 22 Caterpillar shares in Q2 2026, an estimated $19.3K.
  • Caterpillar made up 0.5% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #59 holding.
  • Beverly Hills Private Wealth first reported a position in Caterpillar in Q1 2023 and has held it in 14 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.