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

Wagner Wealth Management (South Carolina)’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 		$2M Buy
1,882
+16
+0.9% +$14.1K 0.37% 41
2026
Q1 		$1.32M Buy
1,866
+127
+7% +$88K 0.27% 49
2025
Q4 		$996K Buy
1,739
+145
+9% +$80.6K 0.21% 59
2025
Q3 		$761K Sell
1,594
-21
-1% -$8.96K 0.18% 62
2025
Q2 		$627K Buy
1,615
+738
+84% +$246K 0.14% 73
2025
Q1 		$289K Buy
877
+209
+31% +$74.4K 0.07% 90
2024
Q4 		$242K Buy
668
+26
+4% +$10.1K 0.06% 96
2024
Q3 		$251K Buy
+642
New +$222K 0.07% 95
2022
Q4 		– Sell
-273
Closed -$45K – 306
2022
Q3 		$45K Sell
273
-113
-29% -$20.6K 0.03% 218
2022
Q2 		$69K Buy
+386
New +$81.3K 0.06% 173
2022
Q1 		– Sell
-375
Closed -$78K – 275
2021
Q4 		$78K Buy
375
+222
+145% +$44.7K 0.06% 200
2021
Q3 		$31K Sell
153
-300
-66% -$62.5K 0.02% 306
2021
Q2 		$99K Buy
453
+300
+196% +$69.3K 0.07% 187
2021
Q1 		$35K Buy
+153
New +$31.7K 0.03% 277
2018
Q3 		$24K Hold
155
– – 0.02% 325
2018
Q2 		$21K Buy
+155
New +$23.2K 0.02% 308

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

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

Wagner Wealth Management (South Carolina) increased its Caterpillar (CAT) stake by 0.86% in Q2 2026, buying an estimated $14.1K and bringing the position to 1,882 shares worth $2M. The position accounts for 0.37% of the portfolio, ranked #41.

Wagner Wealth Management (South Carolina) first reported a position in CAT in Q2 2018 and has held it in 16 quarters since. 4,022 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 1,882 shares of Caterpillar worth $2M as of Q2 2026.
  • Wagner Wealth Management (South Carolina) bought 16 Caterpillar shares in Q2 2026, an estimated $14.1K.
  • Caterpillar made up 0.37% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #41 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Caterpillar in Q2 2018 and has held it in 16 quarters since.
  • 4,022 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.