AWM
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Abound Wealth Management’s Caterpillar CAT Stock Holding History

Abound Wealth Management’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 		$426K Sell
400
-39
-9% -$34.3K 0.08% 57
2026
Q1 		$311K Sell
439
-54
-11% -$37.4K 0.07% 65
2025
Q4 		$283K Buy
493
+48
+11% +$26.7K 0.07% 71
2025
Q3 		$212K Buy
445
+45
+11% +$19.2K 0.05% 79
2025
Q2 		$155K Sell
400
-18
-4% -$6K 0.04% 94
2025
Q1 		$138K Buy
418
+199
+91% +$70.9K 0.05% 90
2024
Q4 		$79.4K Buy
219
+7
+3% +$2.71K 0.03% 130
2024
Q3 		$82.8K Buy
212
+55
+35% +$19K 0.03% 123
2024
Q2 		$52.5K Sell
157
-8
-5% -$2.77K 0.02% 144
2024
Q1 		$60.3K Buy
165
+13
+9% +$4.16K 0.02% 131
2023
Q4 		$44.8K Buy
152
+1
+0.7% +$259 0.02% 162
2023
Q3 		$41.4K Sell
151
-17
-10% -$4.61K 0.02% 151
2023
Q2 		$41.4K Buy
168
+24
+17% +$5.35K 0.02% 150
2023
Q1 		$33K Buy
144
+83
+136% +$20.1K 0.01% 161
2022
Q4 		$14.6K Buy
61
+31
+103% +$6.75K 0.01% 220
2022
Q3 		$4.94K Buy
+30
New +$5.48K ﹤0.01% 372

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

Abound Wealth Management's CAT Position: Q2 2026 in Review

Abound Wealth Management reduced its Caterpillar (CAT) stake by 8.9% in Q2 2026, selling an estimated $34.3K and leaving 400 shares worth $426K. The position accounts for 0.08% of the portfolio, ranked #57.

Abound Wealth Management first reported a position in CAT in Q3 2022 and has held it in 16 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Abound Wealth Management held 400 shares of Caterpillar worth $426K as of Q2 2026.
  • Abound Wealth Management sold 39 Caterpillar shares in Q2 2026, an estimated $34.3K.
  • Caterpillar made up 0.08% of Abound Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Abound Wealth Management first reported a position in Caterpillar in Q3 2022 and has held it in 16 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.