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Pension & Wealth Management Advisors’s Caterpillar CAT Stock Holding History

Pension & Wealth Management 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 		$66.3K Buy
+62
New +$54.5K 0.02% 286
2025
Q3 		– Sell
-22
Closed -$8.54K – 543
2025
Q2 		$8.54K Sell
22
-5
-19% -$1.67K ﹤0.01% 374
2025
Q1 		$8.9K Buy
27
+16
+145% +$5.7K ﹤0.01% 369
2024
Q4 		$3.99K Hold
11
– – ﹤0.01% 405
2024
Q3 		$4.3K Buy
+11
New +$3.8K ﹤0.01% 325

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Pension & Wealth Management Advisors's CAT Position: Q2 2026 in Review

Pension & Wealth Management Advisors opened a new position in Caterpillar (CAT) in Q2 2026: 62 shares worth $66.3K. The stake represents 0.02% of the portfolio and ranks #286 among its holdings. This is a return to the name: Pension & Wealth Management Advisors previously reported a position in CAT as recently as Q2 2025.

Pension & Wealth Management Advisors first reported a position in CAT in Q3 2024 and has held it in 5 quarters since. 3,898 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Pension & Wealth Management Advisors held 62 shares of Caterpillar worth $66.3K as of Q2 2026.
  • Caterpillar was a new Pension & Wealth Management Advisors position in Q2 2026.
  • Caterpillar made up 0.02% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #286 holding.
  • Pension & Wealth Management Advisors first reported a position in Caterpillar in Q3 2024 and has held it in 5 quarters since.
  • 3,898 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.