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Elevated Private Wealth’s Caterpillar CAT Stock Holding History

Elevated Private Wealth’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 		$2.81M Buy
+2,638
New +$2.32M 2.66% 10
2025
Q4 		$1.68M Buy
+2,932
New +$1.63M 1.73% 13

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

Elevated Private Wealth's CAT Position: Q2 2026 in Review

Elevated Private Wealth opened a new position in Caterpillar (CAT) in Q2 2026: 2,638 shares worth $2.81M. The stake represents 2.66% of the portfolio and ranks #10 among its holdings. This is a return to the name: Elevated Private Wealth previously reported a position in CAT as recently as Q4 2025.

Elevated Private Wealth first reported a position in CAT in Q4 2025 and has held it in 2 quarters since. 4,040 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Elevated Private Wealth held 2,638 shares of Caterpillar worth $2.81M as of Q2 2026.
  • Caterpillar was a new Elevated Private Wealth position in Q2 2026.
  • Caterpillar made up 2.66% of Elevated Private Wealth's portfolio in Q2 2026, its #10 holding.
  • Elevated Private Wealth first reported a position in Caterpillar in Q4 2025 and has held it in 2 quarters since.
  • 4,040 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Elevated Private Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.