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Focused Wealth Management’s Caterpillar CAT Stock Holding History

Focused 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
2021
Q3 		– Sell
-3,400
Closed -$9K – 1003
2021
Q2 		$9K Buy
+3,400
New +$785K ﹤0.01% 625
2018
Q4 		– Sell
-14,000
Closed -$36K – 690
2018
Q3 		$36K Buy
+14,000
New +$1.98M 0.01% 318
2018
Q2 		– Sell
-7,000
Closed -$14K – 674
2018
Q1 		$14K Buy
+7,000
New +$1.11M ﹤0.01% 429

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Focused Wealth Management reduced its Caterpillar (CAT) stake by 14% in Q2 2026, selling an estimated $954K and leaving 6,432 shares worth $6.85M. The position accounts for 0.6% of the portfolio, ranked #27.

Focused Wealth Management first reported a position in CAT in Q3 2013 and has held it in 52 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Focused Wealth Management held 6,432 shares of Caterpillar worth $6.85M as of Q2 2026.
  • Focused Wealth Management sold 1,086 Caterpillar shares in Q2 2026, an estimated $954K.
  • Caterpillar made up 0.6% of Focused Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Focused Wealth Management first reported a position in Caterpillar in Q3 2013 and has held it in 52 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.