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Argonautica Private Wealth Management’s Caterpillar CAT Stock Holding History

Argonautica Private 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 		$502K Hold
471
– – 0.12% 131
2026
Q1 		$334K Hold
471
– – 0.1% 156
2025
Q4 		$270K Sell
471
-17
-3% -$9.45K 0.08% 165
2025
Q3 		$233K Buy
+488
New +$208K 0.07% 175

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Argonautica Private Wealth Management's CAT Position: Q2 2026 in Review

Argonautica Private Wealth Management held its Caterpillar (CAT) position steady in Q2 2026 at 471 shares worth $502K. The position accounts for 0.12% of the portfolio, ranked #131.

Argonautica Private Wealth Management first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Argonautica Private Wealth Management held 471 shares of Caterpillar worth $502K as of Q2 2026.
  • Argonautica Private Wealth Management left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.12% of Argonautica Private Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Argonautica Private Wealth Management first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Argonautica Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.