BKM Wealth Management
CAT icon

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
Q3 		$215K Hold
265
– – 0.07% 147
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 $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BKM Wealth Management's CAT Position: Q3 2026 in Review

BKM Wealth Management held its Caterpillar (CAT) position steady in Q3 2026 at 265 shares worth $215K. The position accounts for 0.07% of the portfolio, ranked #147.

BKM Wealth Management first reported a position in CAT in Q4 2023 and has held it in 4 quarters since. The position peaked at $282K in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • BKM Wealth Management held 265 shares of Caterpillar worth $215K as of Q3 2026.
  • BKM Wealth Management left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.07% of BKM Wealth Management's portfolio in Q3 2026, its #147 holding.
  • BKM Wealth Management first reported a position in Caterpillar in Q4 2023 and has held it in 4 quarters since.
  • BKM Wealth Management's Caterpillar position peaked at $282K in Q2 2026.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.