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Peterson Wealth Advisors’s Caterpillar CAT Stock Holding History

Peterson 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 		$982K Buy
922
+5
+0.5% +$4.39K 0.12% 44
2026
Q1 		$649K Sell
917
-30
-3% -$20.8K 0.09% 52
2025
Q4 		$542K Buy
947
+107
+13% +$59.5K 0.07% 64
2025
Q3 		$409K Sell
840
-9
-1% -$3.84K 0.06% 73
2025
Q2 		$330K Buy
849
+89
+12% +$29.7K 0.05% 74
2025
Q1 		$213K Sell
760
-32
-4% -$11.4K 0.04% 85
2024
Q4 		$288K Sell
792
-215
-21% -$83.4K 0.05% 72
2024
Q3 		$394K Sell
1,007
-44
-4% -$15.2K 0.07% 58
2024
Q2 		$350K Buy
1,051
+4
+0.4% +$1.39K 0.07% 58
2024
Q1 		$384K Buy
1,047
+3
+0.3% +$959 0.08% 51
2023
Q4 		$309K Buy
1,044
+3
+0.3% +$778 0.07% 54
2023
Q3 		$284K Sell
1,041
-53
-5% -$14.4K 0.08% 52
2023
Q2 		$271K Buy
1,094
+40
+4% +$8.92K 0.07% 54
2023
Q1 		$241K Buy
1,054
+67
+7% +$16.2K 0.07% 56
2022
Q4 		$236K Buy
+987
New +$215K 0.07% 57

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

Peterson Wealth Advisors's CAT Position: Q2 2026 in Review

Peterson Wealth Advisors increased its Caterpillar (CAT) stake by 0.55% in Q2 2026, buying an estimated $4.39K and bringing the position to 922 shares worth $982K. The position accounts for 0.12% of the portfolio, ranked #44.

Peterson Wealth Advisors first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Peterson Wealth Advisors held 922 shares of Caterpillar worth $982K as of Q2 2026.
  • Peterson Wealth Advisors bought 5 Caterpillar shares in Q2 2026, an estimated $4.39K.
  • Caterpillar made up 0.12% of Peterson Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • Peterson Wealth Advisors first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.