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
2021 Q4	–	Sell	-100	Closed	-$1K	–	964
2021 Q3	$1K	Buy	+100	New	+$20.8K	﹤0.01%	872
2020 Q2	–	Sell	-1,200	Closed	-$3K	–	614
2020 Q1	$3K	Buy	+1,200	New	+$153K	﹤0.01%	473
2018 Q3	–	Sell	-600	Closed	-$2K	–	415
2018 Q2	$2K	Buy	+600	New	+$89.7K	﹤0.01%	350
2017 Q3	–	Sell	-1,100	Closed	-$1K	–	369
2017 Q2	$1K	Buy	+1,100	New	+$112K	﹤0.01%	326

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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.