Pacific Excel Wealth Advisors’s Caterpillar CAT Stock Holding History

Pacific Excel Wealth Advisors’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	$771K	Buy	+724	New	+$636K	0.3%	72

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Pacific Excel Wealth Advisors's CAT Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Caterpillar (CAT) in Q2 2026: 724 shares worth $771K. The stake represents 0.3% of the portfolio and ranks #72 among its holdings.

4,039 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Pacific Excel Wealth Advisors held 724 shares of Caterpillar worth $771K as of Q2 2026.
Caterpillar was a new Pacific Excel Wealth Advisors position in Q2 2026.
Caterpillar made up 0.3% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #72 holding.
4,039 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.