CWAF
CAT icon

Core Wealth Advisors (Florida)’s Caterpillar CAT Stock Holding History

Core Wealth Advisors (Florida)’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 		$5.47M Sell
5,133
-20
-0.4% -$17.6K 1.1% 18
2026
Q1 		$3.65M Sell
5,153
-38
-0.7% -$26.3K 0.87% 18
2025
Q4 		$2.97M Sell
5,191
-28
-0.5% -$15.6K 0.77% 16
2025
Q3 		$2.49M Sell
5,219
-136
-3% -$58.1K 0.65% 17
2025
Q2 		$2.08M Sell
5,355
-1,978
-27% -$659K 0.6% 19
2025
Q1 		$2.42M Sell
7,333
-906
-11% -$323K 0.77% 17
2024
Q4 		$2.99M Sell
8,239
-93
-1% -$36.1K 0.99% 16
2024
Q3 		$3.26M Buy
8,332
+5
+0.1% +$1.73K 1.05% 12
2024
Q2 		$2.77M Sell
8,327
-474
-5% -$164K 0.95% 13
2024
Q1 		$3.22M Sell
8,801
-728
-8% -$233K 1.1% 14
2023
Q4 		$2.82M Sell
9,529
-105
-1% -$27.2K 1.04% 12
2023
Q3 		$2.63M Buy
9,634
+22
+0.2% +$5.97K 1.08% 12
2023
Q2 		$2.37M Buy
9,612
+405
+4% +$90.3K 0.95% 12
2023
Q1 		$2.11M Buy
9,207
+1,109
+14% +$268K 0.84% 13
2022
Q4 		$1.94M Buy
8,098
+405
+5% +$88.2K 0.85% 13
2022
Q3 		$1.26M Buy
7,693
+918
+14% +$168K 0.74% 16
2022
Q2 		$1.21M Buy
+6,775
New +$1.43M 0.74% 18
2022
Q1 		– Sell
-300
Closed -$62K – 197
2021
Q4 		$62K Buy
+300
New +$60.4K 0.04% 75
2021
Q3 		– Sell
-5,028
Closed -$1.09M – 194
2021
Q2 		$1.09M Buy
+5,028
New +$1.16M 0.73% 23

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

Core Wealth Advisors (Florida)'s CAT Position: Q2 2026 in Review

Core Wealth Advisors (Florida) reduced its Caterpillar (CAT) stake by 0.39% in Q2 2026, selling an estimated $17.6K and leaving 5,133 shares worth $5.47M. The position accounts for 1.1% of the portfolio, ranked #18.

Core Wealth Advisors (Florida) first reported a position in CAT in Q2 2021 and has held it in 19 quarters since. 4,023 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Core Wealth Advisors (Florida) held 5,133 shares of Caterpillar worth $5.47M as of Q2 2026.
  • Core Wealth Advisors (Florida) sold 20 Caterpillar shares in Q2 2026, an estimated $17.6K.
  • Caterpillar made up 1.1% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #18 holding.
  • Core Wealth Advisors (Florida) first reported a position in Caterpillar in Q2 2021 and has held it in 19 quarters since.
  • 4,023 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.