PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Caterpillar CAT Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$66.3K	Buy	+62	New	+$54.5K	0.02%	286
2025 Q3	–	Sell	-22	Closed	-$8.54K	–	543
2025 Q2	$8.54K	Sell	22 -5	-19%	-$1.67K	﹤0.01%	374
2025 Q1	$8.9K	Buy	27 +16	+145%	+$5.7K	﹤0.01%	369
2024 Q4	$3.99K	Hold	11	–	–	﹤0.01%	405
2024 Q3	$4.3K	Buy	+11	New	+$3.8K	﹤0.01%	325

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CAT Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. opened a new position in Caterpillar (CAT) in Q2 2026: 62 shares worth $66.3K. The stake represents 0.02% of the portfolio and ranks #286 among its holdings. This is a return to the name: PENSION & WEALTH MANAGEMENT ADVISORS, INC. previously reported a position in CAT as recently as Q2 2025.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CAT in Q3 2024 and has held it in 5 quarters since. 2,716 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 62 shares of Caterpillar worth $66.3K as of Q2 2026.
Caterpillar was a new PENSION & WEALTH MANAGEMENT ADVISORS, INC. position in Q2 2026.
Caterpillar made up 0.02% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #286 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Caterpillar in Q3 2024 and has held it in 5 quarters since.
2,716 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.