Private Wealth Management Group’s Caterpillar CAT Stock Holding History

Private Wealth Management Group’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	$477K	Buy	448 +251	+127%	+$220K	0.11%	68
2026 Q1	$140K	Buy	197 +48	+32%	+$33.2K	0.04%	109
2025 Q4	$85.4K	Hold	149	–	–	0.02%	140
2025 Q3	$71.1K	Sell	149 -2	-1%	-$854	0.02%	150
2025 Q2	$58.6K	Hold	151	–	–	0.02%	151
2025 Q1	$49.8K	Hold	151	–	–	0.02%	166
2024 Q4	$54.8K	Sell	151 -9	-6%	-$3.49K	0.02%	156
2024 Q3	$62.6K	Buy	160 +2	+1%	+$691	0.02%	145
2024 Q2	$52.6K	Sell	158 -11	-7%	-$3.81K	0.02%	153
2024 Q1	$61.9K	Hold	169	–	–	0.03%	136
2023 Q4	$50K	Buy	+169	New	+$43.8K	0.02%	154

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

Private Wealth Management Group's CAT Position: Q2 2026 in Review

Private Wealth Management Group increased its Caterpillar (CAT) stake by 127% in Q2 2026, buying an estimated $220K and bringing the position to 448 shares worth $477K. The position accounts for 0.11% of the portfolio, ranked #68.

Private Wealth Management Group first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Private Wealth Management Group held 448 shares of Caterpillar worth $477K as of Q2 2026.
Private Wealth Management Group bought 251 Caterpillar shares in Q2 2026, an estimated $220K.
Caterpillar made up 0.11% of Private Wealth Management Group's portfolio in Q2 2026, its #68 holding.
Private Wealth Management Group first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.