MW
CAT icon

Maia Wealth’s Caterpillar CAT Stock Holding History

Maia 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 		$616K Buy
579
+29
+5% +$25.5K 0.09% 191
2026
Q1 		$389K Sell
550
-28
-5% -$19.4K 0.07% 254
2025
Q4 		$438K Buy
578
+26
+5% +$14.5K 0.07% 233
2025
Q3 		$315K Sell
552
-47
-8% -$20.1K 0.05% 270
2025
Q2 		$233K Buy
+599
New +$200K 0.04% 289
2025
Q1 		– Sell
-625
Closed -$247K – 302
2024
Q4 		$247K Buy
+625
New +$242K 0.05% 262

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

Maia Wealth's CAT Position: Q2 2026 in Review

Maia Wealth increased its Caterpillar (CAT) stake by 5.3% in Q2 2026, buying an estimated $25.5K and bringing the position to 579 shares worth $616K. The position accounts for 0.09% of the portfolio, ranked #191.

Maia Wealth first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 4,063 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Maia Wealth held 579 shares of Caterpillar worth $616K as of Q2 2026.
  • Maia Wealth bought 29 Caterpillar shares in Q2 2026, an estimated $25.5K.
  • Caterpillar made up 0.09% of Maia Wealth's portfolio in Q2 2026, its #191 holding.
  • Maia Wealth first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 4,063 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.