Phoenix Wealth Advisors’s Caterpillar CAT Stock Holding History

Phoenix 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	$923K	Buy	867 +219	+34%	+$192K	0.31%	59
2026 Q1	$459K	Hold	648	–	–	0.18%	89
2025 Q4	$371K	Buy	648 +5	+0.8%	+$2.78K	0.14%	97
2025 Q3	$307K	Buy	+643	New	+$275K	0.12%	106
2021 Q4	–	Sell	-364	Closed	-$70K	–	158
2021 Q3	$70K	Hold	364	–	–	0.05%	170
2021 Q2	$78K	Hold	364	–	–	0.06%	163
2021 Q1	$85K	Hold	364	–	–	0.07%	160
2020 Q4	$66K	Buy	+364	New	+$61.7K	0.05%	173

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

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

Phoenix Wealth Advisors increased its Caterpillar (CAT) stake by 34% in Q2 2026, buying an estimated $192K and bringing the position to 867 shares worth $923K. The position accounts for 0.31% of the portfolio, ranked #59.

Phoenix Wealth Advisors first reported a position in CAT in Q4 2020 and has held it in 8 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Phoenix Wealth Advisors held 867 shares of Caterpillar worth $923K as of Q2 2026.
Phoenix Wealth Advisors bought 219 Caterpillar shares in Q2 2026, an estimated $192K.
Caterpillar made up 0.31% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #59 holding.
Phoenix Wealth Advisors first reported a position in Caterpillar in Q4 2020 and has held it in 8 quarters since.
4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.