GWMIA
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Global Wealth Management Investment Advisory’s Caterpillar CAT Stock Holding History

Global Wealth Management Investment Advisory’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 		$7.67M Sell
7,204
-1,026
-12% -$901K 1.09% 25
2026
Q1 		$5.83M Sell
8,230
-2,830
-26% -$1.96M 0.91% 34
2025
Q4 		$6.34M Sell
11,060
-864
-7% -$480K 1.02% 27
2025
Q3 		$5.69M Sell
11,924
-530
-4% -$226K 0.95% 29
2025
Q2 		$4.83M Sell
12,454
-598
-5% -$199K 0.91% 34
2025
Q1 		$4.3M Buy
13,052
+450
+4% +$160K 0.86% 42
2024
Q4 		$4.57M Buy
12,602
+268
+2% +$104K 0.94% 31
2024
Q3 		$4.82M Buy
12,334
+386
+3% +$133K 1.04% 28
2024
Q2 		$3.98M Buy
11,948
+435
+4% +$151K 0.93% 37
2024
Q1 		$4.22M Sell
11,513
-22
-0.2% -$7.03K 1.03% 30
2023
Q4 		$3.41M Buy
11,535
+368
+3% +$95.5K 0.88% 39
2023
Q3 		$3.05M Buy
11,167
+916
+9% +$248K 0.85% 40
2023
Q2 		$2.52M Buy
10,251
+341
+3% +$76K 0.69% 52
2023
Q1 		$2.27M Buy
+9,910
New +$2.4M 0.68% 58
2022
Q3 		– Sell
-670
Closed -$120K – 189
2022
Q2 		$120K Sell
670
-70
-9% -$14.8K 0.04% 147
2022
Q1 		$165K Sell
740
-30
-4% -$6.29K 0.05% 145
2021
Q4 		$159K Sell
770
-40
-5% -$8.05K 0.05% 147
2021
Q3 		$155K Buy
810
+80
+11% +$16.7K 0.05% 151
2021
Q2 		$159K Hold
730
– – 0.05% 142
2021
Q1 		$169K Sell
730
-58
-7% -$12K 0.06% 124
2020
Q4 		$143K Buy
788
+2
+0.3% +$339 0.06% 124
2020
Q3 		$117K Sell
786
-67
-8% -$9.41K 0.05% 125
2020
Q2 		$108K Sell
853
-34
-4% -$4.03K 0.05% 146
2020
Q1 		$103K Buy
887
+56
+7% +$7.15K 0.05% 133
2019
Q4 		$123K Sell
831
-18
-2% -$2.51K 0.05% 131
2019
Q3 		$107K Sell
849
-41
-5% -$5.21K 0.05% 130
2019
Q2 		$121K Sell
890
-742
-45% -$98K 0.06% 122
2019
Q1 		$221K Sell
1,632
-1,146
-41% -$152K 0.11% 112
2018
Q4 		$353K Buy
+2,778
New +$361K 0.21% 99

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

Global Wealth Management Investment Advisory's CAT Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its Caterpillar (CAT) stake by 12% in Q2 2026, selling an estimated $901K and leaving 7,204 shares worth $7.67M. The position accounts for 1.09% of the portfolio, ranked #25.

Global Wealth Management Investment Advisory first reported a position in CAT in Q4 2018 and has held it in 29 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Global Wealth Management Investment Advisory held 7,204 shares of Caterpillar worth $7.67M as of Q2 2026.
  • Global Wealth Management Investment Advisory sold 1,026 Caterpillar shares in Q2 2026, an estimated $901K.
  • Caterpillar made up 1.09% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #25 holding.
  • Global Wealth Management Investment Advisory first reported a position in Caterpillar in Q4 2018 and has held it in 29 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.