CJM Wealth Advisers’s Caterpillar CAT Stock Holding History

CJM Wealth Advisers’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	$1.14M	Sell	1,071 -4	-0.4%	-$3.51K	0.3%	35
2026 Q1	$762K	Sell	1,075 -132	-11%	-$91.4K	0.23%	37
2025 Q4	$691K	Buy	1,207 +4	+0.3%	+$2.22K	0.21%	37
2025 Q3	$574K	Buy	1,203 +1	+0.1%	+$427	0.18%	43
2025 Q2	$467K	Buy	1,202 +1	+0.1%	+$333	0.16%	45
2025 Q1	$396K	Hold	1,201	–	–	0.14%	46
2024 Q4	$436K	Buy	1,201 +1	+0.1%	+$388	0.15%	43
2024 Q3	$469K	Buy	1,200 +1	+0.1%	+$345	0.16%	40
2024 Q2	$395K	Buy	1,199 +1	+0.1%	+$347	0.15%	41
2024 Q1	$439K	Sell	1,198 -5	-0.4%	-$1.6K	0.17%	39
2023 Q4	$356K	Buy	1,203 +7	+0.6%	+$1.82K	0.16%	43
2023 Q3	$327K	Buy	1,196 +1	+0.1%	+$271	0.16%	40
2023 Q2	$294K	Buy	1,195 +1	+0.1%	+$223	0.15%	42
2023 Q1	$273K	Buy	1,194 +1	+0.1%	+$242	0.16%	44
2022 Q4	$286K	Buy	+1,193	New	+$260K	0.18%	42
2022 Q3	–	Sell	-1,191	Closed	-$213K	–	52
2022 Q2	$213K	Hold	1,191	–	–	0.15%	51
2022 Q1	$265K	Hold	1,191	–	–	0.18%	47
2021 Q4	$246K	Buy	+1,191	New	+$240K	0.18%	53

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CJM Wealth Advisers's CAT Position: Q2 2026 in Review

CJM Wealth Advisers reduced its Caterpillar (CAT) stake by 0.37% in Q2 2026, selling an estimated $3.51K and leaving 1,071 shares worth $1.14M. The position accounts for 0.3% of the portfolio, ranked #35.

CJM Wealth Advisers first reported a position in CAT in Q4 2021 and has held it in 18 quarters since. 957 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

CJM Wealth Advisers held 1,071 shares of Caterpillar worth $1.14M as of Q2 2026.
CJM Wealth Advisers sold 4 Caterpillar shares in Q2 2026, an estimated $3.51K.
Caterpillar made up 0.3% of CJM Wealth Advisers's portfolio in Q2 2026, its #35 holding.
CJM Wealth Advisers first reported a position in Caterpillar in Q4 2021 and has held it in 18 quarters since.
957 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.