LWM
CAT icon

LongView Wealth Management’s Caterpillar CAT Stock Holding History

LongView 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 		$499K Hold
469
– – 0.13% 132
2026
Q1 		$372K Sell
469
-90
-16% -$62.3K 0.09% 168
2025
Q4 		$352K Hold
559
– – 0.09% 173
2025
Q3 		$266K Sell
559
-43
-7% -$18.4K 0.07% 196
2025
Q2 		$234K Buy
+602
New +$201K 0.07% 198
2025
Q1 		– Sell
-602
Closed -$218K – 203
2024
Q4 		$218K Sell
602
-50
-8% -$19.4K 0.07% 192
2024
Q3 		$255K Sell
652
-12
-2% -$4.14K 0.08% 174
2024
Q2 		$221K Sell
664
-71
-10% -$24.6K 0.08% 171
2024
Q1 		$269K Sell
735
-30
-4% -$9.59K 0.11% 152
2023
Q4 		$224K Buy
+765
New +$198K 0.1% 162

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

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

LongView Wealth Management held its Caterpillar (CAT) position steady in Q2 2026 at 469 shares worth $499K. The position accounts for 0.13% of the portfolio, ranked #132.

LongView Wealth Management first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • LongView Wealth Management held 469 shares of Caterpillar worth $499K as of Q2 2026.
  • LongView Wealth Management left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.13% of LongView Wealth Management's portfolio in Q2 2026, its #132 holding.
  • LongView Wealth Management first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.