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Correct Capital Wealth Management’s Caterpillar CAT Stock Holding History

Correct Capital Wealth Management’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 		$640K Hold
601
– – 0.11% 72
2026
Q1 		$426K Buy
601
+41
+7% +$28.4K 0.08% 82
2025
Q4 		$321K Hold
560
– – 0.06% 90
2025
Q3 		$267K Hold
560
– – 0.04% 105
2025
Q2 		$217K Buy
+560
New +$187K 0.03% 108
2025
Q1 		– Sell
-563
Closed -$204K – 114
2024
Q4 		$204K Hold
563
– – 0.04% 111
2024
Q3 		$220K Buy
+563
New +$194K 0.05% 114
2024
Q2 		– Sell
-563
Closed -$206K – 120
2024
Q1 		$206K Buy
+563
New +$180K 0.05% 131

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

Correct Capital Wealth Management's CAT Position: Q2 2026 in Review

Correct Capital Wealth Management held its Caterpillar (CAT) position steady in Q2 2026 at 601 shares worth $640K. The position accounts for 0.11% of the portfolio, ranked #72.

Correct Capital Wealth Management first reported a position in CAT in Q1 2024 and has held it in 8 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Correct Capital Wealth Management held 601 shares of Caterpillar worth $640K as of Q2 2026.
  • Correct Capital Wealth Management left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.11% of Correct Capital Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Correct Capital Wealth Management first reported a position in Caterpillar in Q1 2024 and has held it in 8 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Correct Capital Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.