MWM
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Manske Wealth Management’s Caterpillar CAT Stock Holding History

Manske 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 		$766K Sell
719
-154
-18% -$135K 0.19% 99
2026
Q1 		$618K Sell
873
-28
-3% -$19.4K 0.17% 103
2025
Q4 		$516K Buy
901
+79
+10% +$43.9K 0.15% 111
2025
Q3 		$392K Buy
822
+5
+0.6% +$2.13K 0.12% 134
2025
Q2 		$317K Buy
817
+33
+4% +$11K 0.1% 140
2025
Q1 		$259K Buy
+784
New +$279K 0.1% 153

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Manske Wealth Management reduced its Caterpillar (CAT) stake by 18% in Q2 2026, selling an estimated $135K and leaving 719 shares worth $766K. The position accounts for 0.19% of the portfolio, ranked #99.

Manske Wealth Management first reported a position in CAT in Q1 2025 and has held it in 6 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Manske Wealth Management held 719 shares of Caterpillar worth $766K as of Q2 2026.
  • Manske Wealth Management sold 154 Caterpillar shares in Q2 2026, an estimated $135K.
  • Caterpillar made up 0.19% of Manske Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Manske Wealth Management first reported a position in Caterpillar in Q1 2025 and has held it in 6 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Manske Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.