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Precision Wealth Strategies’s Caterpillar CAT Stock Holding History

Precision Wealth Strategies’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 		$6.78M Buy
6,368
+864
+16% +$759K 2.04% 12
2026
Q1 		$3.9M Buy
5,504
+4,035
+275% +$2.79M 1.29% 20
2025
Q4 		$842K Sell
1,469
-51
-3% -$28.3K 0.27% 81
2025
Q3 		$725K Sell
1,520
-1,930
-56% -$824K 0.24% 91
2025
Q2 		$1.34M Buy
3,450
+2,194
+175% +$731K 0.43% 50
2025
Q1 		$414K Buy
1,256
+201
+19% +$71.6K 0.32% 60
2024
Q4 		$383K Buy
1,055
+92
+10% +$35.7K 0.3% 81
2024
Q3 		$377K Buy
963
+85
+10% +$29.4K 0.35% 75
2024
Q2 		$292K Buy
878
+286
+48% +$99.2K 0.3% 83
2024
Q1 		$217K Buy
+592
New +$189K 0.21% 91

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

Precision Wealth Strategies's CAT Position: Q2 2026 in Review

Precision Wealth Strategies increased its Caterpillar (CAT) stake by 16% in Q2 2026, buying an estimated $759K and bringing the position to 6,368 shares worth $6.78M. The position accounts for 2.04% of the portfolio, ranked #12.

Precision Wealth Strategies first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Precision Wealth Strategies held 6,368 shares of Caterpillar worth $6.78M as of Q2 2026.
  • Precision Wealth Strategies bought 864 Caterpillar shares in Q2 2026, an estimated $759K.
  • Caterpillar made up 2.04% of Precision Wealth Strategies's portfolio in Q2 2026, its #12 holding.
  • Precision Wealth Strategies first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.