Acima Private Wealth’s Caterpillar CAT Stock Holding History

Acima Private Wealth’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	$1.49M	Hold	1,400	–	–	0.43%	37
2026 Q1	$992K	Hold	1,400	–	–	0.31%	47
2025 Q4	$802K	Hold	1,400	–	–	0.25%	59
2025 Q3	$668K	Sell	1,400 -73	-5%	-$31.2K	0.21%	66
2025 Q2	$572K	Hold	1,473	–	–	0.19%	67
2025 Q1	$486K	Hold	1,473	–	–	0.17%	68
2024 Q4	$534K	Hold	1,473	–	–	0.18%	73
2024 Q3	$576K	Hold	1,473	–	–	0.19%	70
2024 Q2	$491K	Hold	1,473	–	–	0.18%	77
2024 Q1	$540K	Hold	1,473	–	–	0.2%	78
2023 Q4	$436K	Hold	1,473	–	–	0.17%	87
2023 Q3	$402K	Hold	1,473	–	–	0.18%	96
2023 Q2	$362K	Sell	1,473 -5	-0.3%	-$1.11K	0.17%	97
2023 Q1	$338K	Buy	1,478 +57	+4%	+$13.8K	0.17%	95
2022 Q4	$340K	Hold	1,421	–	–	0.17%	95
2022 Q3	$233K	Hold	1,421	–	–	0.12%	109
2022 Q2	$254K	Hold	1,421	–	–	0.13%	109
2022 Q1	$317K	Hold	1,421	–	–	0.15%	110
2021 Q4	$294K	Hold	1,421	–	–	0.13%	112
2021 Q3	$273K	Hold	1,421	–	–	0.13%	110
2021 Q2	$309K	Hold	1,421	–	–	0.14%	104
2021 Q1	$329K	Hold	1,421	–	–	0.16%	96
2020 Q4	$259K	Hold	1,421	–	–	0.13%	106
2020 Q3	$212K	Hold	1,421	–	–	0.13%	109
2020 Q2	$180K	Hold	1,421	–	–	0.12%	122
2020 Q1	$165K	Hold	1,421	–	–	0.13%	122
2019 Q4	$210K	Hold	1,421	–	–	0.15%	133
2019 Q3	$179K	Hold	1,421	–	–	0.14%	139
2019 Q2	$194K	Hold	1,421	–	–	0.15%	125
2019 Q1	$193K	Hold	1,421	–	–	0.17%	120
2018 Q4	$181K	Buy	+1,421	New	+$185K	0.18%	119

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return