CAWM
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Capital Advisors Wealth Management’s Caterpillar CAT Stock Holding History

Capital Advisors 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 		$1.53M Buy
1,433
+35
+3% +$30.7K 0.18% 79
2026
Q1 		$991K Buy
1,398
+20
+1% +$13.9K 0.13% 91
2025
Q4 		$789K Buy
1,378
+1
+0.1% +$556 0.11% 101
2025
Q3 		$657K Buy
1,377
+4
+0.3% +$1.71K 0.09% 107
2025
Q2 		$533K Buy
1,373
+46
+3% +$15.3K 0.08% 107
2025
Q1 		$438K Buy
1,327
+60
+5% +$21.4K 0.08% 115
2024
Q4 		$460K Buy
1,267
+103
+9% +$39.9K 0.08% 102
2024
Q3 		$455K Buy
1,164
+1
+0.1% +$345 0.08% 98
2024
Q2 		$387K Hold
1,163
– – 0.08% 100
2024
Q1 		$426K Sell
1,163
-21
-2% -$6.71K 0.09% 95
2023
Q4 		$350K Buy
1,184
+22
+2% +$5.71K 0.08% 99
2023
Q3 		$317K Hold
1,162
– – 0.08% 99
2023
Q2 		$286K Buy
1,162
+81
+7% +$18.1K 0.07% 101
2023
Q1 		$247K Hold
1,081
– – 0.07% 111
2022
Q4 		$259K Buy
+1,081
New +$235K 0.08% 102
2022
Q2 		– Sell
-1,079
Closed -$241K – 119
2022
Q1 		$241K Buy
1,079
+20
+2% +$4.2K 0.07% 106
2021
Q4 		$219K Buy
1,059
+1
+0.1% +$201 0.07% 113
2021
Q3 		$203K Hold
1,058
– – 0.07% 99
2021
Q2 		$230K Hold
1,058
– – 0.09% 84
2021
Q1 		$245K Buy
+1,058
New +$219K 0.11% 82

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Capital Advisors Wealth Management's CAT Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Caterpillar (CAT) stake by 2.5% in Q2 2026, buying an estimated $30.7K and bringing the position to 1,433 shares worth $1.53M. The position accounts for 0.18% of the portfolio, ranked #79.

Capital Advisors Wealth Management first reported a position in CAT in Q1 2021 and has held it in 20 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Capital Advisors Wealth Management held 1,433 shares of Caterpillar worth $1.53M as of Q2 2026.
  • Capital Advisors Wealth Management bought 35 Caterpillar shares in Q2 2026, an estimated $30.7K.
  • Caterpillar made up 0.18% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Capital Advisors Wealth Management first reported a position in Caterpillar in Q1 2021 and has held it in 20 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.