PWA
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Primoris Wealth Advisors’s Caterpillar CAT Stock Holding History

Primoris 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 		$283K Buy
+266
New +$234K 0.13% 108
2026
Q1 		– Sell
-2,266
Closed -$1.3M – 100
2025
Q4 		$1.3M Buy
+2,266
New +$1.26M 0.78% 40

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

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

Primoris Wealth Advisors opened a new position in Caterpillar (CAT) in Q2 2026: 266 shares worth $283K. The stake represents 0.13% of the portfolio and ranks #108 among its holdings. This is a return to the name: Primoris Wealth Advisors previously reported a position in CAT as recently as Q4 2025.

Primoris Wealth Advisors first reported a position in CAT in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.3M in Q4 2025. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Primoris Wealth Advisors held 266 shares of Caterpillar worth $283K as of Q2 2026.
  • Caterpillar was a new Primoris Wealth Advisors position in Q2 2026.
  • Caterpillar made up 0.13% of Primoris Wealth Advisors's portfolio in Q2 2026, its #108 holding.
  • Primoris Wealth Advisors first reported a position in Caterpillar in Q4 2025 and has held it in 2 quarters since.
  • Primoris Wealth Advisors's Caterpillar position peaked at $1.3M in Q4 2025.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.