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Alvarez & Marsal Private Wealth Partners’s Caterpillar CAT Stock Holding History

Alvarez & Marsal Private 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 		– Sell
-1,025
Closed -$726K – 127
2026
Q1 		$726K Buy
+1,025
New +$710K 0.1% 47

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Alvarez & Marsal Private Wealth Partners's CAT Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 1,025 shares — an estimated $726K sold.

Alvarez & Marsal Private Wealth Partners first reported a position in CAT in Q1 2026 and held it in 1 quarter. The position peaked at $726K in Q1 2026. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • Alvarez & Marsal Private Wealth Partners sold 1,025 Caterpillar shares in Q2 2026, an estimated $726K.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Caterpillar in Q1 2026 and held it in 1 quarter.
  • Alvarez & Marsal Private Wealth Partners's Caterpillar position peaked at $726K in Q1 2026.
  • 4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.