Western Wealth Management’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 | $8.26M | Buy |
7,760
+394
| +5% | +$346K | 0.27% | 73 |
|
|
2026
Q1 | $5.22M | Buy |
7,366
+2,931
| +66% | +$2.03M | 0.2% | 101 |
|
|
2025
Q4 | $2.54M | Buy |
4,435
+343
| +8% | +$191K | 0.12% | 179 |
|
|
2025
Q3 | $1.95M | Sell |
4,092
-74
| -2% | -$31.6K | 0.1% | 185 |
|
|
2025
Q2 | $1.62M | Sell |
4,166
-334
| -7% | -$111K | 0.1% | 202 |
|
|
2025
Q1 | $1.48M | Sell |
4,500
-2,529
| -36% | -$901K | 0.1% | 196 |
|
|
2024
Q4 | $2.55M | Buy |
7,029
+15
| +0.2% | +$5.82K | 0.14% | 155 |
|
|
2024
Q3 | $2.74M | Buy |
7,014
+2,713
| +63% | +$937K | 0.16% | 132 |
|
|
2024
Q2 | $1.43M | Buy |
4,301
+296
| +7% | +$103K | 0.11% | 168 |
|
|
2024
Q1 | $1.47M | Sell |
4,005
-2,621
| -40% | -$838K | 0.11% | 167 |
|
|
2023
Q4 | $1.96M | Sell |
6,626
-184
| -3% | -$47.7K | 0.14% | 154 |
|
|
2023
Q3 | $1.86M | Buy |
6,810
+8
| +0.1% | +$2.17K | 0.16% | 139 |
|
|
2023
Q2 | $1.67M | Buy |
6,802
+490
| +8% | +$109K | 0.14% | 157 |
|
|
2023
Q1 | $1.44M | Buy |
6,312
+235
| +4% | +$56.8K | 0.13% | 170 |
|
|
2022
Q4 | $1.46M | Sell |
6,077
-3,334
| -35% | -$726K | 0.15% | 167 |
|
|
2022
Q3 | $1.66M | Buy |
9,411
+695
| +8% | +$127K | 0.1% | 211 |
|
|
2022
Q2 | $1.56M | Sell |
8,716
-226
| -3% | -$47.6K | 0.09% | 225 |
|
|
2022
Q1 | $2M | Buy |
8,942
+5,261
| +143% | +$1.1M | 0.1% | 207 |
|
|
2021
Q4 | $763K | Buy |
+3,681
| New | +$741K | 0.08% | 246 |
|
|
2021
Q2 | $1.53M | Buy |
7,025
+3,464
| +97% | +$800K | 0.16% | 146 |
|
|
2021
Q1 | $826K | Buy |
3,561
+388
| +12% | +$80.3K | 0.11% | 189 |
|
|
2020
Q4 | $578K | Sell |
3,173
-544
| -15% | -$92.3K | 0.08% | 227 |
|
|
2020
Q3 | $555K | Sell |
3,717
-23
| -0.6% | -$3.23K | 0.09% | 217 |
|
|
2020
Q2 | $479K | Buy |
3,740
+410
| +12% | +$48.6K | 0.09% | 236 |
|
|
2020
Q1 | $391K | Buy |
3,330
+364
| +12% | +$46.5K | 0.09% | 222 |
|
|
2019
Q4 | $438K | Sell |
2,966
-1,179
| -28% | -$165K | 0.07% | 250 |
|
|
2019
Q3 | $522K | Buy |
4,145
+496
| +14% | +$63K | 0.11% | 207 |
|
|
2019
Q2 | $497K | Sell |
3,649
-1,443
| -28% | -$191K | 0.07% | 224 |
|
|
2019
Q1 | $693K | Sell |
5,092
-414
| -8% | -$55K | 0.15% | 154 |
|
|
2018
Q4 | $702K | Buy |
+5,506
| New | +$716K | 0.19% | 137 |
|
Other funds holding CAT
Western Wealth Management's CAT Position: Q2 2026 in Review
Western Wealth Management increased its Caterpillar (CAT) stake by 5.3% in Q2 2026, buying an estimated $346K and bringing the position to 7,760 shares worth $8.26M. The position accounts for 0.27% of the portfolio, ranked #73.
Western Wealth Management first reported a position in CAT in Q4 2018 and has held it in 30 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Western Wealth Management held 7,760 shares of Caterpillar worth $8.26M as of Q2 2026.
- Western Wealth Management bought 394 Caterpillar shares in Q2 2026, an estimated $346K.
- Caterpillar made up 0.27% of Western Wealth Management's portfolio in Q2 2026, its #73 holding.
- Western Wealth Management first reported a position in Caterpillar in Q4 2018 and has held it in 30 quarters since.
- 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.