Altus Wealth Group’s Caterpillar CAT Stock Holding History

Altus Wealth Group’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	$783K	Buy	735 +86	+13%	+$75.5K	0.28%	69
2026 Q1	$460K	Buy	649 +86	+15%	+$59.6K	0.19%	87
2025 Q4	$322K	Hold	563	–	–	0.13%	103
2025 Q3	$268K	Buy	563 +1	+0.2%	+$427	0.11%	114
2025 Q2	$218K	Sell	562 -93	-14%	-$31K	0.1%	126
2025 Q1	$216K	Buy	655 +4	+0.6%	+$1.43K	0.1%	123
2024 Q4	$236K	Buy	651 +1	+0.2%	+$388	0.1%	129
2024 Q3	$254K	Buy	650 +43	+7%	+$14.8K	0.11%	123
2024 Q2	$202K	Buy	+607	New	+$210K	0.1%	125
2023 Q1	–	Sell	-1,130	Closed	-$271K	–	134
2022 Q4	$271K	Sell	1,130 -422	-27%	-$91.9K	0.21%	107
2022 Q3	$298K	Hold	1,552	–	–	0.3%	82
2022 Q2	$298K	Sell	1,552 -1	-0.1%	-$211	0.3%	82
2022 Q1	$346K	Hold	1,553	–	–	0.28%	74
2021 Q4	$321K	Buy	1,553 +1	+0.1%	+$201	0.26%	82
2021 Q3	$298K	Buy	+1,552	New	+$323K	0.3%	82
2021 Q1	–	Sell	-404	Closed	-$73K	–	262
2020 Q4	$73K	Buy	+404	New	+$68.5K	0.07%	167

Other funds holding CAT

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Altus Wealth Group's CAT Position: Q2 2026 in Review

Altus Wealth Group increased its Caterpillar (CAT) stake by 13% in Q2 2026, buying an estimated $75.5K and bringing the position to 735 shares worth $783K. The position accounts for 0.28% of the portfolio, ranked #69.

Altus Wealth Group first reported a position in CAT in Q4 2020 and has held it in 16 quarters since. 1,773 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Altus Wealth Group held 735 shares of Caterpillar worth $783K as of Q2 2026.
Altus Wealth Group bought 86 Caterpillar shares in Q2 2026, an estimated $75.5K.
Caterpillar made up 0.28% of Altus Wealth Group's portfolio in Q2 2026, its #69 holding.
Altus Wealth Group first reported a position in Caterpillar in Q4 2020 and has held it in 16 quarters since.
1,773 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.