55 North Private Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
55 North Private Wealth's CAT Position: Q2 2026 in Review
55 North Private Wealth increased its Caterpillar (CAT) stake by 5.8% in Q2 2026, buying an estimated $74.7K and bringing the position to 1,561 shares worth $1.66M. The position accounts for 0.33% of the portfolio, ranked #42.
55 North Private Wealth first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,022 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- 55 North Private Wealth held 1,561 shares of Caterpillar worth $1.66M as of Q2 2026.
- 55 North Private Wealth bought 85 Caterpillar shares in Q2 2026, an estimated $74.7K.
- Caterpillar made up 0.33% of 55 North Private Wealth's portfolio in Q2 2026, its #42 holding.
- 55 North Private Wealth first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
- 4,022 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.