PWM
CAT icon

PTM Wealth Management’s Caterpillar CAT Stock Holding History

PTM 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 		$259K Buy
291
+11
+4% +$9.66K 0.12% 54
2026
Q1 		$202K Buy
+280
New +$194K 0.11% 55

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

PTM Wealth Management increased its Caterpillar (CAT) stake by 3.9% in Q2 2026, buying an estimated $9.66K and bringing the position to 291 shares worth $259K. The position accounts for 0.12% of the portfolio, ranked #54.

PTM Wealth Management first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 3,062 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • PTM Wealth Management held 291 shares of Caterpillar worth $259K as of Q2 2026.
  • PTM Wealth Management bought 11 Caterpillar shares in Q2 2026, an estimated $9.66K.
  • Caterpillar made up 0.12% of PTM Wealth Management's portfolio in Q2 2026, its #54 holding.
  • PTM Wealth Management first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
  • 3,062 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on PTM Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.