SWM
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Stockman Wealth Management’s Caterpillar CAT Stock Holding History

Stockman 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
2022
Q4 		– Hold
0
– -$984K – 200
2022
Q3 		– Hold
0
– – – 59

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Stockman Wealth Management reduced its Caterpillar (CAT) stake by 12% in Q2 2026, selling an estimated $3.69M and leaving 29,686 shares worth $31.6M. The position accounts for 3.27% of the portfolio, ranked #7.

Stockman Wealth Management first reported a position in CAT in Q3 2017 and has held it in 25 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Stockman Wealth Management held 29,686 shares of Caterpillar worth $31.6M as of Q2 2026.
  • Stockman Wealth Management sold 4,205 Caterpillar shares in Q2 2026, an estimated $3.69M.
  • Caterpillar made up 3.27% of Stockman Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Stockman Wealth Management first reported a position in Caterpillar in Q3 2017 and has held it in 25 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Stockman Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.