WA
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Wealth Alliance’s Caterpillar CAT Stock Holding History

Wealth Alliance’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 		$2.1M Buy
1,969
+301
+18% +$264K 0.18% 106
2026
Q1 		$1.18M Sell
1,668
-67
-4% -$46.4K 0.12% 161
2025
Q4 		$994K Sell
1,735
-185
-10% -$103K 0.1% 184
2025
Q3 		$916K Sell
1,920
-11
-0.6% -$4.7K 0.09% 191
2025
Q2 		$750K Buy
1,931
+307
+19% +$102K 0.08% 216
2025
Q1 		$536K Sell
1,624
-8
-0.5% -$2.85K 0.06% 260
2024
Q4 		$592K Buy
1,632
+215
+15% +$83.4K 0.07% 231
2024
Q3 		$554K Sell
1,417
-10
-0.7% -$3.45K 0.07% 251
2024
Q2 		$475K Buy
1,427
+5
+0.4% +$1.73K 0.06% 260
2024
Q1 		$521K Buy
1,422
+4
+0.3% +$1.28K 0.07% 261
2023
Q4 		$419K Sell
1,418
-186
-12% -$48.3K 0.06% 291
2023
Q3 		$438K Sell
1,604
-18
-1% -$4.88K 0.07% 257
2023
Q2 		$399K Buy
1,622
+4
+0.2% +$892 0.06% 298
2023
Q1 		$370K Buy
1,618
+12
+0.7% +$2.9K 0.06% 302
2022
Q4 		$385K Sell
1,606
-22
-1% -$4.79K 0.07% 283
2022
Q3 		$267K Buy
1,628
+26
+2% +$4.75K 0.05% 349
2022
Q2 		$286K Buy
+1,602
New +$338K 0.05% 336
2021
Q3 		– Sell
-2,254
Closed -$491K – 433
2021
Q2 		$491K Sell
2,254
-1,290
-36% -$298K 0.12% 196
2021
Q1 		$822K Sell
3,544
-293
-8% -$60.7K 0.23% 109
2020
Q4 		$698K Buy
3,837
+738
+24% +$125K 0.21% 129
2020
Q3 		$462K Buy
3,099
+750
+32% +$105K 0.17% 152
2020
Q2 		$297K Buy
+2,349
New +$278K 0.12% 219

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

Wealth Alliance's CAT Position: Q2 2026 in Review

Wealth Alliance increased its Caterpillar (CAT) stake by 18% in Q2 2026, buying an estimated $264K and bringing the position to 1,969 shares worth $2.1M. The position accounts for 0.18% of the portfolio, ranked #106.

Wealth Alliance first reported a position in CAT in Q2 2020 and has held it in 22 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Wealth Alliance held 1,969 shares of Caterpillar worth $2.1M as of Q2 2026.
  • Wealth Alliance bought 301 Caterpillar shares in Q2 2026, an estimated $264K.
  • Caterpillar made up 0.18% of Wealth Alliance's portfolio in Q2 2026, its #106 holding.
  • Wealth Alliance first reported a position in Caterpillar in Q2 2020 and has held it in 22 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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