AWM
CAT icon

Accurate Wealth Management’s Caterpillar CAT Stock Holding History

Accurate 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 		$7.31M Sell
7,684
-518
-6% -$455K 0.7% 22
2026
Q1 		$6.48M Buy
8,202
+670
+9% +$464K 0.78% 24
2025
Q4 		$4.65M Buy
7,532
+448
+6% +$249K 0.59% 26
2025
Q3 		$3.73M Buy
7,084
+53
+0.8% +$22.6K 0.5% 37
2025
Q2 		$2.87M Buy
7,031
+820
+13% +$273K 0.44% 51
2025
Q1 		$1.82M Buy
6,211
+733
+13% +$261K 0.35% 74
2024
Q4 		$1.92M Buy
5,478
+364
+7% +$141K 0.37% 70
2024
Q3 		$1.98M Buy
5,114
+273
+6% +$94.3K 0.4% 69
2024
Q2 		$1.67M Sell
4,841
-541
-10% -$188K 0.4% 64
2024
Q1 		$1.91M Buy
5,382
+4
+0.1% +$1.28K 0.56% 57
2023
Q4 		$1.57M Buy
5,378
+204
+4% +$52.9K 0.49% 60
2023
Q3 		$1.41M Buy
5,174
+678
+15% +$184K 0.44% 62
2023
Q2 		$1.15M Buy
4,496
+384
+9% +$85.6K 0.36% 67
2023
Q1 		$886K Buy
4,112
+501
+14% +$121K 0.31% 78
2022
Q4 		$905K Buy
3,611
+1,051
+41% +$229K 0.33% 64
2022
Q3 		$460K Sell
2,560
-330
-11% -$60.3K 0.19% 99
2022
Q2 		$519K Buy
2,890
+90
+3% +$19K 0.28% 74
2022
Q1 		$624K Buy
2,800
+389
+16% +$81.6K 0.28% 73
2021
Q4 		$492K Buy
2,411
+62
+3% +$12.5K 0.4% 65
2021
Q3 		$457K Buy
2,349
+200
+9% +$41.7K 0.4% 70
2021
Q2 		$468K Buy
+2,149
New +$496K 0.41% 61

Other funds holding CAT

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Accurate Wealth Management reduced its Caterpillar (CAT) stake by 6.3% in Q2 2026, selling an estimated $455K and leaving 7,684 shares worth $7.31M. The position accounts for 0.7% of the portfolio, ranked #22.

Accurate Wealth Management first reported a position in CAT in Q2 2021 and has held it in 21 quarters since. 1,528 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Accurate Wealth Management held 7,684 shares of Caterpillar worth $7.31M as of Q2 2026.
  • Accurate Wealth Management sold 518 Caterpillar shares in Q2 2026, an estimated $455K.
  • Caterpillar made up 0.7% of Accurate Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Accurate Wealth Management first reported a position in Caterpillar in Q2 2021 and has held it in 21 quarters since.
  • 1,528 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.