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West Wealth Group’s Caterpillar CAT Stock Holding History

West Wealth Group’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 		$1.14M Buy
1,070
+151
+16% +$133K 0.19% 42
2026
Q1 		$651K Buy
919
+18
+2% +$12.5K 0.13% 60
2025
Q4 		$517K Sell
901
-1
-0.1% -$556 0.11% 64
2025
Q3 		$482K Buy
902
+76
+9% +$32.4K 0.11% 66
2025
Q2 		$353K Buy
826
+170
+26% +$56.7K 0.09% 76
2025
Q1 		$217K Buy
656
+21
+3% +$7.48K 0.06% 90
2024
Q4 		$230K Buy
+635
New +$246K 0.07% 84

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

West Wealth Group's CAT Position: Q2 2026 in Review

West Wealth Group increased its Caterpillar (CAT) stake by 16% in Q2 2026, buying an estimated $133K and bringing the position to 1,070 shares worth $1.14M. The position accounts for 0.19% of the portfolio, ranked #42.

West Wealth Group first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • West Wealth Group held 1,070 shares of Caterpillar worth $1.14M as of Q2 2026.
  • West Wealth Group bought 151 Caterpillar shares in Q2 2026, an estimated $133K.
  • Caterpillar made up 0.19% of West Wealth Group's portfolio in Q2 2026, its #42 holding.
  • West Wealth Group first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.