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BankPlus Wealth Management’s Caterpillar CAT Stock Holding History

BankPlus 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 		$1.21M Sell
1,138
-25
-2% -$22K 0.55% 32
2026
Q1 		$824K Sell
1,163
-241
-17% -$167K 0.43% 39
2025
Q4 		$804K Sell
1,404
-5
-0.4% -$2.78K 0.44% 37
2025
Q3 		$673K Buy
1,409
+16
+1% +$6.83K 0.4% 44
2025
Q2 		$541K Buy
1,393
+19
+1% +$6.33K 0.36% 53
2025
Q1 		$453K Buy
1,374
+22
+2% +$7.84K 0.33% 59
2024
Q4 		$490K Buy
+1,352
New +$524K 0.37% 55

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

BankPlus Wealth Management's CAT Position: Q2 2026 in Review

BankPlus Wealth Management reduced its Caterpillar (CAT) stake by 2.1% in Q2 2026, selling an estimated $22K and leaving 1,138 shares worth $1.21M. The position accounts for 0.55% of the portfolio, ranked #32.

BankPlus Wealth Management first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • BankPlus Wealth Management held 1,138 shares of Caterpillar worth $1.21M as of Q2 2026.
  • BankPlus Wealth Management sold 25 Caterpillar shares in Q2 2026, an estimated $22K.
  • Caterpillar made up 0.55% of BankPlus Wealth Management's portfolio in Q2 2026, its #32 holding.
  • BankPlus Wealth Management first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.