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Darwin Wealth Management’s Caterpillar CAT Stock Holding History

Darwin 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 		$283K Buy
266
+19
+8% +$16.7K 0.08% 121
2026
Q1 		$175K Hold
247
– – 0.05% 144
2025
Q4 		$142K Hold
247
– – 0.04% 147
2025
Q3 		$118K Buy
247
+1
+0.4% +$427 0.04% 167
2025
Q2 		$95.7K Sell
246
-43
-15% -$14.3K 0.03% 168
2025
Q1 		$105K Hold
289
– – 0.04% 176
2024
Q4 		$105K Sell
289
-161
-36% -$62.4K 0.04% 176
2024
Q3 		$176K Buy
+450
New +$155K 0.05% 153
2020
Q2 		– Sell
-473
Closed -$54K – 236
2020
Q1 		$54K Buy
+473
New +$60.4K 0.02% 228

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

Darwin Wealth Management's CAT Position: Q2 2026 in Review

Darwin Wealth Management increased its Caterpillar (CAT) stake by 7.7% in Q2 2026, buying an estimated $16.7K and bringing the position to 266 shares worth $283K. The position accounts for 0.08% of the portfolio, ranked #121.

Darwin Wealth Management first reported a position in CAT in Q1 2020 and has held it in 9 quarters since. 4,047 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Darwin Wealth Management held 266 shares of Caterpillar worth $283K as of Q2 2026.
  • Darwin Wealth Management bought 19 Caterpillar shares in Q2 2026, an estimated $16.7K.
  • Caterpillar made up 0.08% of Darwin Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Darwin Wealth Management first reported a position in Caterpillar in Q1 2020 and has held it in 9 quarters since.
  • 4,047 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.