CWM
CAT icon

Castle Wealth Management’s Caterpillar CAT Stock Holding History

Castle 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 		$318K Hold
299
– – 0.09% 110
2026
Q1 		$212K Buy
+299
New +$207K 0.07% 127
2022
Q4 		– Sell
-224
Closed -$37K – 184
2022
Q3 		$37K Buy
224
+37
+20% +$6.76K 0.02% 249
2022
Q2 		$33K Buy
+187
New +$39.4K 0.02% 260

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

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

Castle Wealth Management held its Caterpillar (CAT) position steady in Q2 2026 at 299 shares worth $318K. The position accounts for 0.09% of the portfolio, ranked #110.

Castle Wealth Management first reported a position in CAT in Q2 2022 and has held it in 4 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Castle Wealth Management held 299 shares of Caterpillar worth $318K as of Q2 2026.
  • Castle Wealth Management left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.09% of Castle Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Castle Wealth Management first reported a position in Caterpillar in Q2 2022 and has held it in 4 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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