MWM
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Moran Wealth Management’s Caterpillar CAT Stock Holding History

Moran 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 		$41.8M Sell
39,277
-8,046
-17% -$7.07M 1.14% 8
2026
Q1 		$33.5M Sell
47,323
-8,307
-15% -$5.75M 1.03% 10
2025
Q4 		$31.9M Sell
55,630
-3,727
-6% -$2.07M 0.98% 13
2025
Q3 		$28.3M Sell
59,357
-1,005
-2% -$429K 0.85% 19
2025
Q2 		$23.4M Sell
60,362
-868
-1% -$289K 0.72% 29
2025
Q1 		$20.2M Buy
61,230
+6,352
+12% +$2.26M 0.68% 35
2024
Q4 		$19.9M Sell
54,878
-321
-0.6% -$124K 0.64% 42
2024
Q3 		$21.6M Sell
55,199
-111
-0.2% -$38.3K 0.66% 43
2024
Q2 		$18.4M Buy
55,310
+532
+1% +$184K 0.61% 47
2024
Q1 		$20.1M Buy
54,778
+129
+0.2% +$41.2K 0.65% 43
2023
Q4 		$16.2M Sell
54,649
-1,421
-3% -$369K 0.57% 54
2023
Q3 		$15.3M Sell
56,070
-320
-0.6% -$86.8K 0.59% 58
2023
Q2 		$13.9M Sell
56,390
-2,839
-5% -$633K 0.52% 72
2023
Q1 		$13.6M Buy
59,229
+2,107
+4% +$509K 0.51% 75
2022
Q4 		$13.7M Buy
+57,122
New +$12.4M 0.52% 62

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

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

Moran Wealth Management reduced its Caterpillar (CAT) stake by 17% in Q2 2026, selling an estimated $7.07M and leaving 39,277 shares worth $41.8M. The position accounts for 1.14% of the portfolio, ranked #8.

Moran Wealth Management first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Moran Wealth Management held 39,277 shares of Caterpillar worth $41.8M as of Q2 2026.
  • Moran Wealth Management sold 8,046 Caterpillar shares in Q2 2026, an estimated $7.07M.
  • Caterpillar made up 1.14% of Moran Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Moran Wealth Management first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.