Consilium Wealth Advisory’s Caterpillar CAT Stock Holding History

Consilium Wealth Advisory’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	$2.56M	Buy	2,406 +734	+44%	+$645K	0.76%	32
2026 Q1	$1.18M	Buy	1,672 +604	+57%	+$418K	0.4%	41
2025 Q4	$612K	Hold	1,068	–	–	0.23%	62
2025 Q3	$510K	Sell	1,068 -13	-1%	-$5.55K	0.2%	68
2025 Q2	$420K	Sell	1,081 -19	-2%	-$6.33K	0.18%	73
2025 Q1	$363K	Buy	1,100 +19	+2%	+$6.77K	0.18%	72
2024 Q4	$392K	Buy	1,081 +2	+0.2%	+$776	0.19%	67
2024 Q3	$422K	Hold	1,079	–	–	0.23%	60
2024 Q2	$359K	Hold	1,079	–	–	0.2%	64
2024 Q1	$395K	Sell	1,079 -30	-3%	-$9.59K	0.22%	62
2023 Q4	$328K	Buy	1,109 +31	+3%	+$8.04K	0.2%	68
2023 Q3	$294K	Hold	1,078	–	–	0.21%	65
2023 Q2	$265K	Buy	1,078 +1	+0.1%	+$223	0.18%	72
2023 Q1	$247K	Hold	1,077	–	–	0.21%	68
2022 Q4	$258K	Buy	+1,077	New	+$234K	0.22%	70
2022 Q2	–	Sell	-1,076	Closed	-$240K	–	74
2022 Q1	$240K	Sell	1,076 -16	-1%	-$3.36K	0.17%	78
2021 Q4	$226K	Buy	+1,092	New	+$220K	0.15%	86

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

Consilium Wealth Advisory's CAT Position: Q2 2026 in Review

Consilium Wealth Advisory increased its Caterpillar (CAT) stake by 44% in Q2 2026, buying an estimated $645K and bringing the position to 2,406 shares worth $2.56M. The position accounts for 0.76% of the portfolio, ranked #32.

Consilium Wealth Advisory first reported a position in CAT in Q4 2021 and has held it in 17 quarters since. 4,061 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Consilium Wealth Advisory held 2,406 shares of Caterpillar worth $2.56M as of Q2 2026.
Consilium Wealth Advisory bought 734 Caterpillar shares in Q2 2026, an estimated $645K.
Caterpillar made up 0.76% of Consilium Wealth Advisory's portfolio in Q2 2026, its #32 holding.
Consilium Wealth Advisory first reported a position in Caterpillar in Q4 2021 and has held it in 17 quarters since.
4,061 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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