Wealth Management Associates’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $885K | Sell |
831
-8
| -1% | -$7.03K | 0.24% | 73 |
|
|
2026
Q1 | $595K | Sell |
839
-485
| -37% | -$336K | 0.21% | 98 |
|
|
2025
Q4 | $759K | Hold |
1,324
| – | – | 0.26% | 71 |
|
|
2025
Q3 | $632K | Sell |
1,324
-16
| -1% | -$6.83K | 0.22% | 83 |
|
|
2025
Q2 | $520K | Buy |
1,340
+53
| +4% | +$17.7K | 0.2% | 94 |
|
|
2025
Q1 | $424K | Sell |
1,287
-151
| -11% | -$53.8K | 0.18% | 107 |
|
|
2024
Q4 | $521K | Buy |
1,438
+1
| +0.1% | +$388 | 0.22% | 88 |
|
|
2024
Q3 | $562K | Buy |
1,437
+1
| +0.1% | +$345 | 0.25% | 85 |
|
|
2024
Q2 | $478K | Hold |
1,436
| – | – | 0.22% | 88 |
|
|
2024
Q1 | $478K | Sell |
1,436
-320
| -18% | -$102K | 0.22% | 88 |
|
|
2023
Q4 | $519K | Sell |
1,756
-49
| -3% | -$12.7K | 0.27% | 80 |
|
|
2023
Q3 | $493K | Buy |
1,805
+196
| +12% | +$53.2K | 0.29% | 77 |
|
|
2023
Q2 | $396K | Buy |
1,609
+1
| +0.1% | +$223 | 0.22% | 94 |
|
|
2023
Q1 | $368K | Buy |
1,608
+45
| +3% | +$10.9K | 0.23% | 98 |
|
|
2022
Q4 | $374K | Buy |
1,563
+71
| +5% | +$15.5K | 0.25% | 95 |
|
|
2022
Q3 | $245K | Sell |
1,492
-77
| -5% | -$14.1K | 0.17% | 144 |
|
|
2022
Q2 | $280K | Buy |
1,569
+1
| +0.1% | +$211 | 0.19% | 132 |
|
|
2022
Q1 | $349K | Sell |
1,568
-1,810
| -54% | -$380K | 0.2% | 130 |
|
|
2021
Q4 | $698K | Buy |
3,378
+2,310
| +216% | +$465K | 0.38% | 68 |
|
|
2021
Q3 | $205K | Sell |
1,068
-932
| -47% | -$194K | 0.12% | 183 |
|
|
2021
Q2 | $435K | Buy |
2,000
+7
| +0.4% | +$1.62K | 0.25% | 110 |
|
|
2021
Q1 | $462K | Buy |
1,993
+8
| +0.4% | +$1.66K | 0.29% | 88 |
|
|
2020
Q4 | $361K | Buy |
1,985
+9
| +0.5% | +$1.53K | 0.24% | 107 |
|
|
2020
Q3 | $295K | Buy |
1,976
+11
| +0.6% | +$1.54K | 0.23% | 110 |
|
|
2020
Q2 | $249K | Buy |
1,965
+13
| +0.7% | +$1.54K | 0.21% | 114 |
|
|
2020
Q1 | $226K | Buy |
1,952
+46
| +2% | +$5.88K | 0.23% | 100 |
|
|
2019
Q4 | $282K | Sell |
1,906
-94
| -5% | -$13.1K | 0.2% | 115 |
|
|
2019
Q3 | $253K | Buy |
2,000
+114
| +6% | +$14.5K | 0.2% | 119 |
|
|
2019
Q2 | $257K | Buy |
1,886
+11
| +0.6% | +$1.45K | 0.26% | 78 |
|
|
2019
Q1 | $254K | Sell |
1,875
-191
| -9% | -$25.4K | 0.28% | 80 |
|
|
2018
Q4 | $262K | Buy |
+2,066
| New | +$269K | 0.35% | 66 |
|
Other funds holding CAT
Wealth Management Associates's CAT Position: Q2 2026 in Review
Wealth Management Associates reduced its Caterpillar (CAT) stake by 0.95% in Q2 2026, selling an estimated $7.03K and leaving 831 shares worth $885K. The position accounts for 0.24% of the portfolio, ranked #73.
Wealth Management Associates first reported a position in CAT in Q4 2018 and has held it in 31 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Wealth Management Associates held 831 shares of Caterpillar worth $885K as of Q2 2026.
- Wealth Management Associates sold 8 Caterpillar shares in Q2 2026, an estimated $7.03K.
- Caterpillar made up 0.24% of Wealth Management Associates's portfolio in Q2 2026, its #73 holding.
- Wealth Management Associates first reported a position in Caterpillar in Q4 2018 and has held it in 31 quarters since.
- 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.