KWM
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Kingsview Wealth Management’s Caterpillar CAT Stock Holding History

Kingsview 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
2018
Q1 		– Sell
-400
Closed -$4K – 371
2017
Q4 		$4K Buy
+400
New +$55.5K ﹤0.01% 341
2017
Q3 		– Sell
-200
Closed -$2K – 368
2017
Q2 		$2K Buy
+200
New +$20.3K ﹤0.01% 312

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

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

Kingsview Wealth Management increased its Caterpillar (CAT) stake by 39% in Q2 2026, buying an estimated $4.38M and bringing the position to 17,751 shares worth $18.9M. The position accounts for 0.23% of the portfolio, ranked #86.

Kingsview Wealth Management first reported a position in CAT in Q2 2017 and has held it in 37 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Kingsview Wealth Management held 17,751 shares of Caterpillar worth $18.9M as of Q2 2026.
  • Kingsview Wealth Management bought 4,984 Caterpillar shares in Q2 2026, an estimated $4.38M.
  • Caterpillar made up 0.23% of Kingsview Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Kingsview Wealth Management first reported a position in Caterpillar in Q2 2017 and has held it in 37 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.