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Philip James Wealth Mangement’s Caterpillar CAT Stock Holding History

Philip James Wealth Mangement’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 		$273K Sell
256
-564
-69% -$495K 0.03% 135
2026
Q1 		$581K Sell
820
-385
-32% -$267K 0.07% 104
2025
Q4 		$691K Sell
1,205
-2
-0.2% -$1.11K 0.08% 102
2025
Q3 		$576K Sell
1,207
-34
-3% -$14.5K 0.07% 108
2025
Q2 		$482K Buy
1,241
+1
+0.1% +$333 0.06% 111
2025
Q1 		$409K Hold
1,240
– – 0.05% 112
2024
Q4 		$450K Buy
1,240
+9
+0.7% +$3.49K 0.06% 113
2024
Q3 		$481K Buy
+1,231
New +$425K 0.06% 102

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

Philip James Wealth Mangement's CAT Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its Caterpillar (CAT) stake by 69% in Q2 2026, selling an estimated $495K and leaving 256 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #135.

Philip James Wealth Mangement first reported a position in CAT in Q3 2024 and has held it in 8 quarters since. The position peaked at $691K in Q4 2025. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Philip James Wealth Mangement held 256 shares of Caterpillar worth $273K as of Q2 2026.
  • Philip James Wealth Mangement sold 564 Caterpillar shares in Q2 2026, an estimated $495K.
  • Caterpillar made up 0.03% of Philip James Wealth Mangement's portfolio in Q2 2026, its #135 holding.
  • Philip James Wealth Mangement first reported a position in Caterpillar in Q3 2024 and has held it in 8 quarters since.
  • Philip James Wealth Mangement's Caterpillar position peaked at $691K in Q4 2025.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.