CCG Wealth Management’s Caterpillar CAT Stock Holding History

CCG 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	$1.08M	Buy	1,011 +11	+1%	+$9.66K	0.25%	58
2026 Q1	$709K	Buy	+1,000	New	+$693K	0.19%	69
2025 Q3	–	Sell	-667	Closed	-$259K	–	86
2025 Q2	$259K	Buy	+667	New	+$222K	0.14%	68
2024 Q1	–	Sell	-3,113	Closed	-$920K	–	73
2023 Q4	$920K	Sell	3,113 -8	-0.3%	-$2.08K	0.62%	26
2023 Q3	$852K	Hold	3,121	–	–	0.56%	26
2023 Q2	$768K	Hold	3,121	–	–	0.48%	26
2023 Q1	$714K	Hold	3,121	–	–	0.47%	25
2022 Q4	$748K	Hold	3,121	–	–	0.42%	32
2022 Q3	$512K	Sell	3,121 -55	-2%	-$10K	0.31%	36
2022 Q2	$568K	Buy	3,176 +55	+2%	+$11.6K	0.32%	37
2022 Q1	$695K	Buy	+3,121	New	+$655K	0.34%	38

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

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

CCG Wealth Management increased its Caterpillar (CAT) stake by 1.1% in Q2 2026, buying an estimated $9.66K and bringing the position to 1,011 shares worth $1.08M. The position accounts for 0.25% of the portfolio, ranked #58.

CCG Wealth Management first reported a position in CAT in Q1 2022 and has held it in 11 quarters since. 4,058 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

CCG Wealth Management held 1,011 shares of Caterpillar worth $1.08M as of Q2 2026.
CCG Wealth Management bought 11 Caterpillar shares in Q2 2026, an estimated $9.66K.
Caterpillar made up 0.25% of CCG Wealth Management's portfolio in Q2 2026, its #58 holding.
CCG Wealth Management first reported a position in Caterpillar in Q1 2022 and has held it in 11 quarters since.
4,058 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.