BWM
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Buckley Wealth Management’s Caterpillar CAT Stock Holding History

Buckley 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 		$8.54M Sell
8,020
-925
-10% -$813K 2.11% 14
2026
Q1 		$6.34M Sell
8,945
-50
-0.6% -$34.6K 1.62% 16
2025
Q4 		$5.15M Sell
8,995
-155
-2% -$86.1K 1.37% 17
2025
Q3 		$4.37M Sell
9,150
-40
-0.4% -$17.1K 1.2% 18
2025
Q2 		$3.57M Hold
9,190
– – 1.07% 20
2025
Q1 		$3.03M Hold
9,190
– – 0.94% 23
2024
Q4 		$3.33M Sell
9,190
-157
-2% -$60.9K 1.02% 20
2024
Q3 		$3.66M Sell
9,347
-5
-0.1% -$1.73K 1.13% 20
2024
Q2 		$3.12M Buy
9,352
+5
+0.1% +$1.73K 0.99% 21
2024
Q1 		$3.43M Sell
9,347
-25
-0.3% -$7.99K 1.1% 21
2023
Q4 		$2.77M Hold
9,372
– – 0.96% 20
2023
Q3 		$2.56M Hold
9,372
– – 0.96% 20
2023
Q2 		$2.31M Sell
9,372
-100
-1% -$22.3K 0.78% 25
2023
Q1 		$2.17M Hold
9,472
– – 0.8% 27
2022
Q4 		$2.27M Sell
9,472
-1,000
-10% -$218K 0.83% 27
2022
Q3 		$1.72M Sell
10,472
-1,500
-13% -$274K 0.63% 32
2022
Q2 		$2.14M Sell
11,972
-35
-0.3% -$7.38K 0.69% 31
2022
Q1 		$2.67M Buy
12,007
+2,282
+23% +$479K 0.72% 29
2021
Q4 		$2.01M Buy
9,725
+8,620
+780% +$1.74M 0.59% 33
2021
Q3 		$212K Sell
1,105
-15
-1% -$3.12K 0.07% 123
2021
Q2 		$244K Hold
1,120
– – 0.08% 113
2021
Q1 		$260K Sell
1,120
-100
-8% -$20.7K 0.1% 111
2020
Q4 		$222K Sell
1,220
-250
-17% -$42.4K 0.09% 112
2020
Q3 		$219K Buy
+1,470
New +$206K 0.1% 105
2019
Q4 		– Sell
-2,794
Closed -$353K – 134
2019
Q3 		$353K Sell
2,794
-200
-7% -$25.4K 0.17% 102
2019
Q2 		$408K Buy
2,994
+72
+2% +$9.51K 0.19% 100
2019
Q1 		$396K Buy
2,922
+20
+0.7% +$2.66K 0.19% 99
2018
Q4 		$369K Hold
2,902
– – 0.19% 101
2018
Q3 		$443K Buy
+2,902
New +$410K 0.19% 100

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

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

Buckley Wealth Management reduced its Caterpillar (CAT) stake by 10% in Q2 2026, selling an estimated $813K and leaving 8,020 shares worth $8.54M. The position accounts for 2.11% of the portfolio, ranked #14.

Buckley Wealth Management first reported a position in CAT in Q3 2018 and has held it in 29 quarters since. 4,022 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Buckley Wealth Management held 8,020 shares of Caterpillar worth $8.54M as of Q2 2026.
  • Buckley Wealth Management sold 925 Caterpillar shares in Q2 2026, an estimated $813K.
  • Caterpillar made up 2.11% of Buckley Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Buckley Wealth Management first reported a position in Caterpillar in Q3 2018 and has held it in 29 quarters since.
  • 4,022 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Buckley Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.