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Cannon Wealth Management Services’s Caterpillar CAT Stock Holding History

Cannon Wealth Management Services’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 		$868K Buy
815
+50
+7% +$43.9K 0.47% 41
2026
Q1 		$542K Sell
765
-38
-5% -$26.3K 0.37% 45
2025
Q4 		$460K Sell
803
-1
-0.1% -$556 0.32% 50
2025
Q3 		$384K Buy
804
+2
+0.2% +$854 0.29% 54
2025
Q2 		$311K Buy
802
+3
+0.4% +$1K 0.25% 60
2025
Q1 		$256K Sell
799
-6
-0.7% -$2.14K 0.23% 62
2024
Q4 		$291K Buy
805
+22
+3% +$8.53K 0.25% 60
2024
Q3 		$306K Buy
+783
New +$270K 0.28% 60

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

Cannon Wealth Management Services's CAT Position: Q2 2026 in Review

Cannon Wealth Management Services increased its Caterpillar (CAT) stake by 6.5% in Q2 2026, buying an estimated $43.9K and bringing the position to 815 shares worth $868K. The position accounts for 0.47% of the portfolio, ranked #41.

Cannon Wealth Management Services first reported a position in CAT in Q3 2024 and has held it in 8 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Cannon Wealth Management Services held 815 shares of Caterpillar worth $868K as of Q2 2026.
  • Cannon Wealth Management Services bought 50 Caterpillar shares in Q2 2026, an estimated $43.9K.
  • Caterpillar made up 0.47% of Cannon Wealth Management Services's portfolio in Q2 2026, its #41 holding.
  • Cannon Wealth Management Services first reported a position in Caterpillar in Q3 2024 and has held it in 8 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cannon Wealth Management Services's 13F filing for Q2 2026, filed 11 Aug 2026.