MWM
CAT icon

Maltin Wealth Management’s Caterpillar CAT Stock Holding History

Maltin 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 		$245K Buy
+230
New +$202K 0.08% 133
2022
Q3 		– Sell
-6,498
Closed -$1.16M – 109
2022
Q2 		$1.16M Buy
6,498
+43
+0.7% +$9.06K 0.84% 42
2022
Q1 		$1.44M Buy
6,455
+1,888
+41% +$396K 0.95% 38
2021
Q4 		$944K Buy
+4,567
New +$920K 0.57% 51

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

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

Maltin Wealth Management opened a new position in Caterpillar (CAT) in Q2 2026: 230 shares worth $245K. The stake represents 0.08% of the portfolio and ranks #133 among its holdings. This is a return to the name: Maltin Wealth Management previously reported a position in CAT as recently as Q2 2022.

Maltin Wealth Management first reported a position in CAT in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.44M in Q1 2022. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Maltin Wealth Management held 230 shares of Caterpillar worth $245K as of Q2 2026.
  • Caterpillar was a new Maltin Wealth Management position in Q2 2026.
  • Caterpillar made up 0.08% of Maltin Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Maltin Wealth Management first reported a position in Caterpillar in Q4 2021 and has held it in 4 quarters since.
  • Maltin Wealth Management's Caterpillar position peaked at $1.44M in Q1 2022.
  • 4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.