BWM
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BKM Wealth Management’s Caterpillar CAT Stock Holding History

BKM 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 		$282K Buy
+265
New +$233K 0.1% 132
2024
Q2 		– Sell
-210
Closed -$77K – 152
2024
Q1 		$77K Sell
210
-285
-58% -$91.1K 0.03% 186
2023
Q4 		$147K Buy
+495
New +$128K 0.06% 174

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

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

BKM Wealth Management opened a new position in Caterpillar (CAT) in Q2 2026: 265 shares worth $282K. The stake represents 0.1% of the portfolio and ranks #132 among its holdings. This is a return to the name: BKM Wealth Management previously reported a position in CAT as recently as Q1 2024.

BKM Wealth Management first reported a position in CAT in Q4 2023 and has held it in 3 quarters since. 4,063 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • BKM Wealth Management held 265 shares of Caterpillar worth $282K as of Q2 2026.
  • Caterpillar was a new BKM Wealth Management position in Q2 2026.
  • Caterpillar made up 0.1% of BKM Wealth Management's portfolio in Q2 2026, its #132 holding.
  • BKM Wealth Management first reported a position in Caterpillar in Q4 2023 and has held it in 3 quarters since.
  • 4,063 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.