CWL
CAT icon

Causey Wealth LLC’s Caterpillar CAT Stock Holding History

Causey Wealth LLC’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 		$753K Hold
707
– – 0.29% 46
2026
Q1 		$501K Sell
707
-13
-2% -$9K 0.21% 50
2025
Q4 		$412K Buy
720
+9
+1% +$5K 0.19% 53
2025
Q3 		$339K Hold
711
– – 0.17% 50
2025
Q2 		$276K Buy
711
+2
+0.3% +$667 0.14% 57
2025
Q1 		$234K Hold
709
– – 0.13% 58
2024
Q4 		$257K Buy
+709
New +$275K 0.15% 62

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

Causey Wealth LLC's CAT Position: Q2 2026 in Review

Causey Wealth LLC held its Caterpillar (CAT) position steady in Q2 2026 at 707 shares worth $753K. The position accounts for 0.29% of the portfolio, ranked #46.

Causey Wealth LLC first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Causey Wealth LLC held 707 shares of Caterpillar worth $753K as of Q2 2026.
  • Causey Wealth LLC left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.29% of Causey Wealth LLC's portfolio in Q2 2026, its #46 holding.
  • Causey Wealth LLC first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.