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Golden State Wealth Management’s Caterpillar CAT Stock Holding History

Golden State 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 		$3.14M Buy
2,948
+3
+0.1% +$2.63K 0.29% 83
2026
Q1 		$2.09M Sell
2,945
-130
-4% -$90K 0.23% 91
2025
Q4 		$1.76M Sell
3,075
-58
-2% -$32.2K 0.19% 99
2025
Q3 		$1.5M Sell
3,133
-174
-5% -$74.3K 0.17% 106
2025
Q2 		$1.28M Sell
3,307
-251
-7% -$83.7K 0.16% 113
2025
Q1 		$1.17M Buy
3,558
+232
+7% +$82.6K 0.17% 106
2024
Q4 		$1.21M Buy
+3,326
New +$1.29M 0.18% 98
2022
Q1 		$926K Buy
4,154
+415
+11% +$87K 0.18% 115
2021
Q4 		$773K Buy
3,739
+530
+17% +$107K 0.13% 159
2021
Q3 		$616K Sell
3,209
-27
-0.8% -$5.62K 0.13% 142
2021
Q2 		$704K Buy
3,236
+1,240
+62% +$286K 0.16% 126
2021
Q1 		$462K Sell
1,996
-312
-14% -$64.6K 0.15% 105
2020
Q4 		$420K Buy
2,308
+213
+10% +$36.1K 0.12% 143
2020
Q3 		$312K Sell
2,095
-7
-0.3% -$983 0.1% 140
2020
Q2 		$266K Buy
2,102
+138
+7% +$16.4K 0.09% 152
2020
Q1 		$228K Sell
1,964
-106
-5% -$13.5K 0.1% 141
2019
Q4 		$306K Sell
2,070
-1,109
-35% -$155K 0.06% 40
2019
Q3 		$402K Buy
3,179
+750
+31% +$95.3K 0.13% 122
2019
Q2 		$331K Buy
2,429
+595
+32% +$78.6K 0.11% 156
2019
Q1 		$248K Buy
+1,834
New +$244K 0.08% 200

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Golden State Wealth Management's CAT Position: Q2 2026 in Review

Golden State Wealth Management increased its Caterpillar (CAT) stake by 0.1% in Q2 2026, buying an estimated $2.63K and bringing the position to 2,948 shares worth $3.14M. The position accounts for 0.29% of the portfolio, ranked #83.

Golden State Wealth Management first reported a position in CAT in Q1 2019 and has held it in 20 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Golden State Wealth Management held 2,948 shares of Caterpillar worth $3.14M as of Q2 2026.
  • Golden State Wealth Management bought 3 Caterpillar shares in Q2 2026, an estimated $2.63K.
  • Caterpillar made up 0.29% of Golden State Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Golden State Wealth Management first reported a position in Caterpillar in Q1 2019 and has held it in 20 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.