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BWM Planning’s Caterpillar CAT Stock Holding History

BWM Planning’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 		$207K Buy
+194
New +$170K 0.05% 99

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

BWM Planning's CAT Position: Q2 2026 in Review

BWM Planning opened a new position in Caterpillar (CAT) in Q2 2026: 194 shares worth $207K. The stake represents 0.05% of the portfolio and ranks #99 among its holdings.

4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • BWM Planning held 194 shares of Caterpillar worth $207K as of Q2 2026.
  • Caterpillar was a new BWM Planning position in Q2 2026.
  • Caterpillar made up 0.05% of BWM Planning's portfolio in Q2 2026, its #99 holding.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.