CWI
CAT icon

Conscious Wealth Investments’s Caterpillar CAT Stock Holding History

Conscious Wealth Investments’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 		$651K Buy
732
+74
+11% +$65K 0.33% 49
2026
Q1 		$507K Buy
658
+2
+0.3% +$1.39K 0.28% 49
2025
Q4 		$445K Buy
656
+9
+1% +$5K 0.27% 54
2025
Q3 		$373K Hold
647
– – 0.22% 51
2025
Q2 		$278K Hold
647
– – 0.18% 49
2025
Q1 		$211K Buy
+647
New +$230K 0.15% 53

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Conscious Wealth Investments's CAT Position: Q2 2026 in Review

Conscious Wealth Investments increased its Caterpillar (CAT) stake by 11% in Q2 2026, buying an estimated $65K and bringing the position to 732 shares worth $651K. The position accounts for 0.33% of the portfolio, ranked #49.

Conscious Wealth Investments first reported a position in CAT in Q1 2025 and has held it in 6 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Conscious Wealth Investments held 732 shares of Caterpillar worth $651K as of Q2 2026.
  • Conscious Wealth Investments bought 74 Caterpillar shares in Q2 2026, an estimated $65K.
  • Caterpillar made up 0.33% of Conscious Wealth Investments's portfolio in Q2 2026, its #49 holding.
  • Conscious Wealth Investments first reported a position in Caterpillar in Q1 2025 and has held it in 6 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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