MWM
CAT icon

Modern Wealth Management’s Caterpillar CAT Stock Holding History

Modern 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 		$11.9M Buy
11,141
+5,634
+102% +$4.95M 0.14% 161
2026
Q1 		$4.02M Buy
5,507
+172
+3% +$119K 0.07% 221
2025
Q4 		$3.06M Sell
5,335
-4,973
-48% -$2.76M 0.06% 244
2025
Q3 		$4.92M Buy
10,308
+83
+0.8% +$35.4K 0.1% 185
2025
Q2 		$3.97M Buy
10,225
+8
+0.1% +$2.67K 0.1% 187
2025
Q1 		$3.37M Buy
10,217
+310
+3% +$110K 0.11% 163
2024
Q4 		$3.59M Buy
9,907
+1,060
+12% +$411K 0.13% 134
2024
Q3 		$3.46M Buy
8,847
+1,124
+15% +$388K 0.21% 79
2024
Q2 		$2.57M Buy
7,723
+203
+3% +$70.4K 0.19% 75
2024
Q1 		$2.76M Buy
7,520
+1,398
+23% +$447K 0.26% 53
2023
Q4 		$1.81M Buy
+6,122
New +$1.59M 0.23% 42

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

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

Modern Wealth Management increased its Caterpillar (CAT) stake by 102% in Q2 2026, buying an estimated $4.95M and bringing the position to 11,141 shares worth $11.9M. The position accounts for 0.14% of the portfolio, ranked #161.

Modern Wealth Management first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Modern Wealth Management held 11,141 shares of Caterpillar worth $11.9M as of Q2 2026.
  • Modern Wealth Management bought 5,634 Caterpillar shares in Q2 2026, an estimated $4.95M.
  • Caterpillar made up 0.14% of Modern Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Modern Wealth Management first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.