MWM
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Marietta Wealth Management’s Caterpillar CAT Stock Holding History

Marietta 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 		$395K Buy
+371
New +$326K 0.04% 117
2017
Q1 		– Sell
-14,119
Closed -$1.31M – 114
2016
Q4 		$1.31M Buy
+14,119
New +$1.28M 1.05% 39

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

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

Marietta Wealth Management opened a new position in Caterpillar (CAT) in Q2 2026: 371 shares worth $395K. The stake represents 0.04% of the portfolio and ranks #117 among its holdings. This is a return to the name: Marietta Wealth Management previously reported a position in CAT as recently as Q4 2016.

Marietta Wealth Management first reported a position in CAT in Q4 2016 and has held it in 2 quarters since. The position peaked at $1.31M in Q4 2016. 4,050 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Marietta Wealth Management held 371 shares of Caterpillar worth $395K as of Q2 2026.
  • Caterpillar was a new Marietta Wealth Management position in Q2 2026.
  • Caterpillar made up 0.04% of Marietta Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Marietta Wealth Management first reported a position in Caterpillar in Q4 2016 and has held it in 2 quarters since.
  • Marietta Wealth Management's Caterpillar position peaked at $1.31M in Q4 2016.
  • 4,050 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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