CWM
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Cahaba Wealth Management’s Caterpillar CAT Stock Holding History

Cahaba 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 		$2.12M Buy
1,988
+8
+0.4% +$7.03K 0.13% 36
2026
Q1 		$1.4M Sell
1,980
-32
-2% -$22.2K 0.1% 45
2025
Q4 		$1.15M Sell
2,012
-16
-0.8% -$8.89K 0.08% 49
2025
Q3 		$968K Sell
2,028
-83
-4% -$35.4K 0.07% 55
2025
Q2 		$819K Sell
2,111
-161
-7% -$53.7K 0.06% 66
2025
Q1 		$749K Buy
2,272
+85
+4% +$30.3K 0.06% 65
2024
Q4 		$793K Buy
2,187
+3
+0.1% +$1.16K 0.07% 64
2024
Q3 		$854K Sell
2,184
-13
-0.6% -$4.49K 0.07% 61
2024
Q2 		$732K Sell
2,197
-85
-4% -$29.5K 0.06% 67
2024
Q1 		$836K Buy
2,282
+63
+3% +$20.1K 0.08% 61
2023
Q4 		$656K Sell
2,219
-543
-20% -$141K 0.07% 66
2023
Q3 		$754K Sell
2,762
-123
-4% -$33.4K 0.08% 57
2023
Q2 		$710K Buy
2,885
+824
+40% +$184K 0.08% 63
2023
Q1 		$472K Sell
2,061
-55
-3% -$13.3K 0.05% 84
2022
Q4 		$507K Hold
2,116
– – 0.06% 78
2022
Q3 		$347K Sell
2,116
-141
-6% -$25.8K 0.05% 90
2022
Q2 		$403K Sell
2,257
-116
-5% -$24.4K 0.06% 86
2022
Q1 		$499K Sell
2,373
-90
-4% -$18.9K 0.07% 82
2021
Q4 		$509K Buy
2,463
+68
+3% +$13.7K 0.07% 80
2021
Q3 		$459K Buy
+2,395
New +$499K 0.07% 80

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

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

Cahaba Wealth Management increased its Caterpillar (CAT) stake by 0.4% in Q2 2026, buying an estimated $7.03K and bringing the position to 1,988 shares worth $2.12M. The position accounts for 0.13% of the portfolio, ranked #36.

Cahaba Wealth Management first reported a position in CAT in Q3 2021 and has held it in 20 quarters since. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Cahaba Wealth Management held 1,988 shares of Caterpillar worth $2.12M as of Q2 2026.
  • Cahaba Wealth Management bought 8 Caterpillar shares in Q2 2026, an estimated $7.03K.
  • Caterpillar made up 0.13% of Cahaba Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Cahaba Wealth Management first reported a position in Caterpillar in Q3 2021 and has held it in 20 quarters since.
  • 4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.