DWM
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Drive Wealth Management’s Caterpillar CAT Stock Holding History

Drive 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 		$5.94M Buy
5,579
+204
+4% +$179K 1.06% 21
2026
Q1 		$3.81M Sell
5,375
-557
-9% -$386K 0.8% 26
2025
Q4 		$3.4M Buy
5,932
+51
+0.9% +$28.3K 0.66% 33
2025
Q3 		$2.81M Sell
5,881
-3
-0.1% -$1.28K 0.59% 37
2025
Q2 		$2.28M Sell
5,884
-136
-2% -$45.3K 0.5% 41
2025
Q1 		$1.99M Buy
6,020
+3,168
+111% +$1.13M 0.47% 45
2024
Q4 		$1.03M Buy
2,852
+23
+0.8% +$8.92K 0.25% 76
2024
Q3 		$1.11M Buy
2,829
+24
+0.9% +$8.29K 0.29% 68
2024
Q2 		$934K Buy
2,805
+69
+3% +$23.9K 0.25% 77
2024
Q1 		$1M Buy
2,736
+135
+5% +$43.1K 0.28% 71
2023
Q4 		$769K Buy
2,601
+99
+4% +$25.7K 0.25% 82
2023
Q3 		$683K Buy
2,502
+111
+5% +$30.1K 0.25% 87
2023
Q2 		$588K Buy
2,391
+182
+8% +$40.6K 0.22% 95
2023
Q1 		$505K Buy
2,209
+225
+11% +$54.4K 0.21% 115
2022
Q4 		$475K Buy
1,984
+268
+16% +$58.3K 0.24% 101
2022
Q3 		$281K Buy
1,716
+406
+31% +$74.2K 0.27% 113
2022
Q2 		$234K Buy
1,310
+83
+7% +$17.5K 0.21% 132
2022
Q1 		$273K Buy
1,227
+255
+26% +$53.5K 0.23% 115
2021
Q4 		$201K Buy
+972
New +$196K 0.18% 145

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

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

Drive Wealth Management increased its Caterpillar (CAT) stake by 3.8% in Q2 2026, buying an estimated $179K and bringing the position to 5,579 shares worth $5.94M. The position accounts for 1.06% of the portfolio, ranked #21.

Drive Wealth Management first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Drive Wealth Management held 5,579 shares of Caterpillar worth $5.94M as of Q2 2026.
  • Drive Wealth Management bought 204 Caterpillar shares in Q2 2026, an estimated $179K.
  • Caterpillar made up 1.06% of Drive Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Drive Wealth Management first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.