PWM
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Pines Wealth Management’s Caterpillar CAT Stock Holding History

Pines Wealth Management’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 		$2.04M Sell
1,912
-56
-3% -$49.2K 0.59% 36
2026
Q1 		$1.39M Sell
1,968
-87
-4% -$60.3K 0.45% 58
2025
Q4 		$1.18M Buy
2,055
+149
+8% +$82.8K 0.38% 68
2025
Q3 		$909K Buy
1,906
+81
+4% +$34.6K 0.31% 85
2025
Q2 		$726K Buy
1,825
+292
+19% +$97.3K 0.26% 96
2025
Q1 		$420K Buy
1,533
+282
+23% +$100K 0.19% 121
2024
Q4 		$439K Buy
+1,251
New +$485K 0.19% 127

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

Pines Wealth Management's CAT Position: Q2 2026 in Review

Pines Wealth Management reduced its Caterpillar (CAT) stake by 2.8% in Q2 2026, selling an estimated $49.2K and leaving 1,912 shares worth $2.04M. The position accounts for 0.59% of the portfolio, ranked #36.

Pines Wealth Management first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Pines Wealth Management held 1,912 shares of Caterpillar worth $2.04M as of Q2 2026.
  • Pines Wealth Management sold 56 Caterpillar shares in Q2 2026, an estimated $49.2K.
  • Caterpillar made up 0.59% of Pines Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Pines Wealth Management first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.