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 Q3	$812K	Sell	1,001 -70	-7%	-$59.4K	0.21%	40
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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

CJM Wealth Advisers's CAT Position: Q3 2026 in Review

CJM Wealth Advisers reduced its Caterpillar (CAT) stake by 6.5% in Q3 2026, selling an estimated $59.4K and leaving 1,001 shares worth $812K. The position accounts for 0.21% of the portfolio, ranked #40.

CJM Wealth Advisers first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.14M in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

CJM Wealth Advisers held 1,001 shares of Caterpillar worth $812K as of Q3 2026.
CJM Wealth Advisers sold 70 Caterpillar shares in Q3 2026, an estimated $59.4K.
Caterpillar made up 0.21% of CJM Wealth Advisers's portfolio in Q3 2026, its #40 holding.
CJM Wealth Advisers first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
CJM Wealth Advisers's Caterpillar position peaked at $1.14M in Q2 2026.
3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on CJM Wealth Advisers's 13F filing for Q3 2026, filed 27 Oct 2026.