Elite Wealth Management’s Caterpillar CAT Stock Holding History

Elite 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	$5.2M	Buy	4,882 +2,310	+90%	+$2.03M	1.54%	19
2026 Q1	$1.82M	Buy	+2,572	New	+$1.78M	0.59%	23
2019 Q1	–	Sell	-1,991	Closed	-$253K	–	35
2018 Q4	$253K	Hold	1,991	–	–	0.25%	40
2018 Q3	$304K	Hold	1,991	–	–	0.06%	42
2018 Q2	$270K	Sell	1,991 -200	-9%	-$29.9K	0.1%	42
2018 Q1	$323K	Hold	2,191	–	–	0.26%	48
2017 Q4	$345K	Buy	+2,191	New	+$304K	0.29%	45
2016 Q3	$78K	Buy	+883	New	+$72.2K	0.13%	50
2014 Q4	–	Sell	-1,583	Closed	-$157K	–	131
2014 Q3	$157K	Hold	1,583	–	–	0.14%	73
2014 Q2	$172K	Sell	1,583 -86	-5%	-$9.03K	0.17%	65
2014 Q1	$166K	Sell	1,669 -25,447	-94%	-$2.4M	0.13%	69
2013 Q4	$2.46M	Buy	27,116 +25,533	+1,613%	+$2.18M	1.8%	10
2013 Q3	$132K	Buy	1,583 +1,383	+692%	+$117K	0.12%	100
2013 Q2	$16K	Buy	+200	New	+$17K	0.02%	194

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

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

Elite Wealth Management increased its Caterpillar (CAT) stake by 90% in Q2 2026, buying an estimated $2.03M and bringing the position to 4,882 shares worth $5.2M. The position accounts for 1.54% of the portfolio, ranked #19.

Elite Wealth Management first reported a position in CAT in Q2 2013 and has held it in 14 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Elite Wealth Management held 4,882 shares of Caterpillar worth $5.2M as of Q2 2026.
Elite Wealth Management bought 2,310 Caterpillar shares in Q2 2026, an estimated $2.03M.
Caterpillar made up 1.54% of Elite Wealth Management's portfolio in Q2 2026, its #19 holding.
Elite Wealth Management first reported a position in Caterpillar in Q2 2013 and has held it in 14 quarters since.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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