AWP
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Abacus Wealth Partners’s Caterpillar CAT Stock Holding History

Abacus Wealth Partners’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 		$979K Buy
919
+15
+2% +$13.2K 0.1% 73
2026
Q1 		$640K Sell
904
-49
-5% -$33.9K 0.06% 170
2025
Q4 		$546K Buy
953
+76
+9% +$42.2K 0.05% 199
2025
Q3 		$418K Sell
877
-851
-49% -$363K 0.06% 64
2025
Q2 		$671K Buy
1,728
+47
+3% +$15.7K 0.1% 44
2025
Q1 		$554K Sell
1,681
-63
-4% -$22.4K 0.08% 41
2024
Q4 		$633K Hold
1,744
– – 0.09% 41
2024
Q3 		$682K Sell
1,744
-8
-0.5% -$2.76K 0.1% 40
2024
Q2 		$584K Buy
1,752
+10
+0.6% +$3.47K 0.1% 42
2024
Q1 		$638K Buy
1,742
+326
+23% +$104K 0.11% 39
2023
Q4 		$419K Sell
1,416
-96
-6% -$24.9K 0.07% 47
2023
Q3 		$413K Hold
1,512
– – 0.13% 49
2023
Q2 		$372K Hold
1,512
– – 0.11% 56
2023
Q1 		$325K Buy
1,512
+96
+7% +$23.2K 0.11% 61
2022
Q4 		$339K Hold
1,416
– – 0.12% 46
2022
Q3 		$232K Sell
1,416
-171
-11% -$31.2K 0.12% 63
2022
Q2 		$284K Sell
1,587
-103
-6% -$21.7K 0.15% 59
2022
Q1 		$377K Sell
1,690
-182
-10% -$38.2K 0.17% 50
2021
Q4 		$387K Sell
1,872
-398
-18% -$80.1K 0.14% 63
2021
Q3 		$436K Buy
2,270
+254
+13% +$52.9K 0.16% 49
2021
Q2 		$439K Hold
2,016
– – 0.17% 46
2021
Q1 		$467K Buy
+2,016
New +$417K 0.33% 45

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Abacus Wealth Partners's CAT Position: Q2 2026 in Review

Abacus Wealth Partners increased its Caterpillar (CAT) stake by 1.7% in Q2 2026, buying an estimated $13.2K and bringing the position to 919 shares worth $979K. The position accounts for 0.1% of the portfolio, ranked #73.

Abacus Wealth Partners first reported a position in CAT in Q1 2021 and has held it in 22 quarters since. 1,994 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Abacus Wealth Partners held 919 shares of Caterpillar worth $979K as of Q2 2026.
  • Abacus Wealth Partners bought 15 Caterpillar shares in Q2 2026, an estimated $13.2K.
  • Caterpillar made up 0.1% of Abacus Wealth Partners's portfolio in Q2 2026, its #73 holding.
  • Abacus Wealth Partners first reported a position in Caterpillar in Q1 2021 and has held it in 22 quarters since.
  • 1,994 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.