Leslie Global Wealth’s Caterpillar CAT Stock Holding History

Leslie Global Wealth’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	$309K	Buy	290 +1	+0.3%	+$878	0.12%	70
2026 Q1	$205K	Buy	+289	New	+$200K	0.11%	79

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

Leslie Global Wealth's CAT Position: Q2 2026 in Review

Leslie Global Wealth increased its Caterpillar (CAT) stake by 0.35% in Q2 2026, buying an estimated $878 and bringing the position to 290 shares worth $309K. The position accounts for 0.12% of the portfolio, ranked #70.

Leslie Global Wealth first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Leslie Global Wealth held 290 shares of Caterpillar worth $309K as of Q2 2026.
Leslie Global Wealth bought 1 Caterpillar share in Q2 2026, an estimated $878.
Caterpillar made up 0.12% of Leslie Global Wealth's portfolio in Q2 2026, its #70 holding.
Leslie Global Wealth first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Leslie Global Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.