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CM Wealth Advisors’s Caterpillar CAT Stock Holding History

CM Wealth Advisors’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 		$314K Buy
+295
New +$259K 0.06% 141
2024
Q2 		– Sell
-950
Closed -$329K – 90
2024
Q1 		$329K Buy
+950
New +$304K 0.09% 127
2023
Q3 		– Sell
-1,086
Closed -$284K – 92
2023
Q2 		$284K Sell
1,086
-5,471
-83% -$1.22M 0.09% 110
2023
Q1 		$1.43M Buy
+6,557
New +$1.59M 0.28% 84

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

CM Wealth Advisors's CAT Position: Q2 2026 in Review

CM Wealth Advisors opened a new position in Caterpillar (CAT) in Q2 2026: 295 shares worth $314K. The stake represents 0.06% of the portfolio and ranks #141 among its holdings. This is a return to the name: CM Wealth Advisors previously reported a position in CAT as recently as Q1 2024.

CM Wealth Advisors first reported a position in CAT in Q1 2023 and has held it in 4 quarters since. The position peaked at $1.43M in Q1 2023. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • CM Wealth Advisors held 295 shares of Caterpillar worth $314K as of Q2 2026.
  • Caterpillar was a new CM Wealth Advisors position in Q2 2026.
  • Caterpillar made up 0.06% of CM Wealth Advisors's portfolio in Q2 2026, its #141 holding.
  • CM Wealth Advisors first reported a position in Caterpillar in Q1 2023 and has held it in 4 quarters since.
  • CM Wealth Advisors's Caterpillar position peaked at $1.43M in Q1 2023.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.