LWM
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LJI Wealth Management’s Caterpillar CAT Stock Holding History

LJI 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 		$1.16M Sell
1,090
-42
-4% -$36.9K 0.16% 63
2026
Q1 		$802K Buy
1,132
+7
+0.6% +$4.85K 0.13% 67
2025
Q4 		$645K Buy
1,125
+76
+7% +$42.2K 0.1% 87
2025
Q3 		$501K Sell
1,049
-76
-7% -$32.4K 0.09% 87
2025
Q2 		$437K Sell
1,125
-15
-1% -$5K 0.08% 106
2025
Q1 		$376K Sell
1,140
-5
-0.4% -$1.78K 0.07% 112
2024
Q4 		$415K Hold
1,145
– – 0.08% 106
2024
Q3 		$448K Hold
1,145
– – 0.09% 114
2024
Q2 		$381K Hold
1,145
– – 0.08% 123
2024
Q1 		$420K Buy
1,145
+20
+2% +$6.39K 0.11% 92
2023
Q4 		$333K Sell
1,125
-40
-3% -$10.4K 0.09% 128
2023
Q3 		$318K Sell
1,165
-17,846
-94% -$4.84M 0.09% 118
2023
Q2 		$276K Buy
19,011
+17,889
+1,594% +$3.99M 0.08% 128
2023
Q1 		$257K Hold
1,122
– – 0.08% 126
2022
Q4 		$269K Buy
+1,122
New +$244K 0.09% 108

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

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

LJI Wealth Management reduced its Caterpillar (CAT) stake by 3.7% in Q2 2026, selling an estimated $36.9K and leaving 1,090 shares worth $1.16M. The position accounts for 0.16% of the portfolio, ranked #63.

LJI Wealth Management first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • LJI Wealth Management held 1,090 shares of Caterpillar worth $1.16M as of Q2 2026.
  • LJI Wealth Management sold 42 Caterpillar shares in Q2 2026, an estimated $36.9K.
  • Caterpillar made up 0.16% of LJI Wealth Management's portfolio in Q2 2026, its #63 holding.
  • LJI Wealth Management first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.