Amplius Wealth Advisors’s Caterpillar CAT Stock Holding History

Amplius Wealth Advisors’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	$524K	Buy	+492	New	+$432K	0.04%	123
2025 Q3	–	Sell	-516	Closed	-$200K	–	183
2025 Q2	$200K	Buy	+516	New	+$172K	0.02%	198
2024 Q4	–	Sell	-559	Closed	-$219K	–	181
2024 Q3	$219K	Sell	559 -42	-7%	-$14.5K	0.02%	165
2024 Q2	$200K	Buy	601 +38	+7%	+$13.2K	0.02%	164
2024 Q1	$206K	Buy	+563	New	+$180K	0.02%	169
2022 Q1	–	Sell	-727	Closed	-$150K	–	273
2021 Q4	$150K	Buy	+727	New	+$146K	0.02%	206

Other funds holding CAT

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CNB

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

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

QCM

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Amplius Wealth Advisors's CAT Position: Q2 2026 in Review

Amplius Wealth Advisors opened a new position in Caterpillar (CAT) in Q2 2026: 492 shares worth $524K. The stake represents 0.04% of the portfolio and ranks #123 among its holdings. This is a return to the name: Amplius Wealth Advisors previously reported a position in CAT as recently as Q2 2025.

Amplius Wealth Advisors first reported a position in CAT in Q4 2021 and has held it in 6 quarters since. 1,072 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Amplius Wealth Advisors held 492 shares of Caterpillar worth $524K as of Q2 2026.
Caterpillar was a new Amplius Wealth Advisors position in Q2 2026.
Caterpillar made up 0.04% of Amplius Wealth Advisors's portfolio in Q2 2026, its #123 holding.
Amplius Wealth Advisors first reported a position in Caterpillar in Q4 2021 and has held it in 6 quarters since.
1,072 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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