CWS Financial Advisors’s Caterpillar CAT Stock Holding History

CWS Financial 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	$1.07M	Hold	1,009	–	–	0.24%	61
2026 Q1	$715K	Buy	1,009 +5	+0.5%	+$3.46K	0.18%	74
2025 Q4	$575K	Hold	1,004	–	–	0.16%	85
2025 Q3	$479K	Hold	1,004	–	–	0.13%	86
2025 Q2	$390K	Sell	1,004 -300	-23%	-$100K	0.11%	98
2025 Q1	$430K	Buy	1,304 +300	+30%	+$107K	0.14%	84
2024 Q4	$364K	Hold	1,004	–	–	0.12%	92
2024 Q3	$393K	Hold	1,004	–	–	0.14%	83
2024 Q2	$334K	Hold	1,004	–	–	0.13%	82
2024 Q1	$368K	Sell	1,004 -36	-3%	-$11.5K	0.15%	76
2023 Q4	$307K	Sell	1,040 -300	-22%	-$77.8K	0.12%	121
2023 Q3	$366K	Sell	1,340 -282	-17%	-$76.5K	0.15%	106
2023 Q2	$399K	Buy	1,622 +282	+21%	+$62.9K	0.15%	101
2023 Q1	$307K	Buy	1,340 +16	+1%	+$3.87K	0.12%	114
2022 Q4	$307K	Buy	+1,324	New	+$288K	0.13%	104
2022 Q2	–	Sell	-1,360	Closed	-$303K	–	165
2022 Q1	$303K	Hold	1,360	–	–	0.11%	113
2021 Q4	$281K	Buy	+1,360	New	+$274K	0.1%	123
2021 Q2	$288K	Hold	1,324	–	–	0.11%	116
2021 Q1	$307K	Hold	1,324	–	–	0.13%	104
2020 Q4	$241K	Buy	+1,324	New	+$225K	0.14%	115

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

CWS Financial Advisors's CAT Position: Q2 2026 in Review

CWS Financial Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 1,009 shares worth $1.07M. The position accounts for 0.24% of the portfolio, ranked #61.

CWS Financial Advisors first reported a position in CAT in Q4 2020 and has held it in 20 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

CWS Financial Advisors held 1,009 shares of Caterpillar worth $1.07M as of Q2 2026.
CWS Financial Advisors left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.24% of CWS Financial Advisors's portfolio in Q2 2026, its #61 holding.
CWS Financial Advisors first reported a position in Caterpillar in Q4 2020 and has held it in 20 quarters since.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.