4Wealth Advisors’s Caterpillar CAT Stock Holding History

4Wealth Advisors’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	$609K	Sell	589 -17	-3%	-$14.9K	0.47%	65
2026 Q1	$405K	Sell	606 -104	-15%	-$72K	0.35%	94
2025 Q4	$407K	Sell	710 -2	-0.3%	-$1.11K	0.35%	93
2025 Q3	$340K	Sell	712 -679	-49%	-$290K	0.3%	102
2025 Q2	$540K	Sell	1,391 -10	-0.7%	-$3.33K	0.55%	64
2025 Q1	$462K	Buy	1,401 +323	+30%	+$115K	0.5%	69
2024 Q4	$391K	Buy	+1,078	New	+$418K	0.39%	86

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

4Wealth Advisors's CAT Position: Q2 2026 in Review

4Wealth Advisors reduced its Caterpillar (CAT) stake by 2.8% in Q2 2026, selling an estimated $14.9K and leaving 589 shares worth $609K. The position accounts for 0.47% of the portfolio, ranked #65.

4Wealth Advisors first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

4Wealth Advisors held 589 shares of Caterpillar worth $609K as of Q2 2026.
4Wealth Advisors sold 17 Caterpillar shares in Q2 2026, an estimated $14.9K.
Caterpillar made up 0.47% of 4Wealth Advisors's portfolio in Q2 2026, its #65 holding.
4Wealth Advisors first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.