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Wagner Wealth Management (Pennsylvania)’s Caterpillar CAT Stock Holding History

Wagner Wealth Management (Pennsylvania)’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 		$968K Sell
909
-109
-11% -$95.8K 0.78% 35
2026
Q1 		$721K Sell
1,018
-343
-25% -$238K 0.65% 43
2025
Q4 		$780K Buy
+1,361
New +$756K 0.77% 46

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

Wagner Wealth Management (Pennsylvania)'s CAT Position: Q2 2026 in Review

Wagner Wealth Management (Pennsylvania) reduced its Caterpillar (CAT) stake by 11% in Q2 2026, selling an estimated $95.8K and leaving 909 shares worth $968K. The position accounts for 0.78% of the portfolio, ranked #35.

Wagner Wealth Management (Pennsylvania) first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Wagner Wealth Management (Pennsylvania) held 909 shares of Caterpillar worth $968K as of Q2 2026.
  • Wagner Wealth Management (Pennsylvania) sold 109 Caterpillar shares in Q2 2026, an estimated $95.8K.
  • Caterpillar made up 0.78% of Wagner Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #35 holding.
  • Wagner Wealth Management (Pennsylvania) first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Wagner Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 10 Aug 2026.