KWM
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Kiker Wealth Management’s Caterpillar CAT Stock Holding History

Kiker 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 		$256K Buy
+240
New +$211K 0.1% 103
2025
Q3 		– Sell
-696
Closed -$270K – 294
2025
Q2 		$270K Buy
696
+11
+2% +$3.67K 0.15% 83
2025
Q1 		$226K Buy
+685
New +$244K 0.15% 87

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

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

Kiker Wealth Management opened a new position in Caterpillar (CAT) in Q2 2026: 240 shares worth $256K. The stake represents 0.1% of the portfolio and ranks #103 among its holdings. This is a return to the name: Kiker Wealth Management previously reported a position in CAT as recently as Q2 2025.

Kiker Wealth Management first reported a position in CAT in Q1 2025 and has held it in 3 quarters since. The position peaked at $270K in Q2 2025. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Kiker Wealth Management held 240 shares of Caterpillar worth $256K as of Q2 2026.
  • Caterpillar was a new Kiker Wealth Management position in Q2 2026.
  • Caterpillar made up 0.1% of Kiker Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Kiker Wealth Management first reported a position in Caterpillar in Q1 2025 and has held it in 3 quarters since.
  • Kiker Wealth Management's Caterpillar position peaked at $270K in Q2 2025.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Kiker Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.