Wealth Enhancement Advisory Services
CAT icon

Wealth Enhancement Advisory Services’s Caterpillar CAT Stock Holding History

Wealth Enhancement Advisory Services’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 		$120M Buy
182,074
+8,613
+5% +$7.57M 0.2% 91
2026
Q1 		$84.7M Buy
173,461
+16,171
+10% +$11.2M 0.17% 109
2025
Q4 		$98.5M Sell
157,290
-1,680
-1% -$934K 0.13% 136
2025
Q3 		$77.4M Buy
158,970
+4,159
+3% +$1.78M 0.12% 165
2025
Q2 		$61.6M Sell
154,811
-36,829
-19% -$12.3M 0.1% 196
2025
Q1 		$63.2M Buy
191,640
+28,570
+18% +$10.2M 0.12% 168
2024
Q4 		$59.2M Buy
163,070
+28,579
+21% +$11.1M 0.11% 176
2024
Q3 		$52.6M Buy
134,491
+28,619
+27% +$9.88M 0.11% 179
2024
Q2 		$35.3M Buy
105,872
+16,689
+19% +$5.79M 0.08% 227
2024
Q1 		$32.7M Sell
89,183
-945
-1% -$302K 0.08% 234
2023
Q4 		$26.6M Sell
90,128
-33,308
-27% -$8.64M 0.08% 241
2023
Q3 		$33.7M Buy
123,436
+114,799
+1,329% +$31.1M 0.11% 189
2023
Q2 		$2.13M Buy
8,637
+5
+0.1% +$1.11K 0.02% 194
2023
Q1 		$1.98M Buy
8,632
+5,083
+143% +$1.23M 0.02% 226
2022
Q4 		$928K Buy
3,549
+292
+9% +$63.6K 0.01% 232
2022
Q3 		$578K Buy
3,257
+162
+5% +$29.6K 0.01% 270
2022
Q2 		$554K Sell
3,095
-28,104
-90% -$5.92M 0.01% 275
2022
Q1 		$6.89M Buy
31,199
+1,881
+6% +$394K 0.09% 108
2021
Q4 		$5.97M Buy
29,318
+11,605
+66% +$2.34M 0.09% 107
2021
Q3 		$3.54M Buy
17,713
+14,631
+475% +$3.05M 0.05% 121
2021
Q2 		$652K Buy
3,082
+39
+1% +$9.01K 0.01% 218
2021
Q1 		$702K Buy
3,043
+15
+0.5% +$3.1K 0.01% 214
2020
Q4 		$589K Buy
+3,028
New +$513K 0.01% 191
2018
Q3 		– Sell
-7,927
Closed -$1.12M – 173
2018
Q2 		$1.12M Buy
7,927
+6,416
+425% +$959K 0.07% 108
2018
Q1 		$227K Buy
+1,511
New +$239K 0.02% 137

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 Enhancement Advisory Services's CAT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Caterpillar (CAT) stake by 5% in Q2 2026, buying an estimated $7.57M and bringing the position to 182,074 shares worth $120M. The position accounts for 0.2% of the portfolio, ranked #91.

Wealth Enhancement Advisory Services first reported a position in CAT in Q1 2018 and has held it in 25 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 182,074 shares of Caterpillar worth $120M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 8,613 Caterpillar shares in Q2 2026, an estimated $7.57M.
  • Caterpillar made up 0.2% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #91 holding.
  • Wealth Enhancement Advisory Services first reported a position in Caterpillar in Q1 2018 and has held it in 25 quarters since.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.