Barlow Wealth Partners’s Caterpillar CAT Stock Holding History

Barlow 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	$793K	Hold	836	–	–	0.09%	70
2026 Q1	$664K	Hold	836	–	–	0.07%	74
2025 Q4	$516K	Hold	836	–	–	0.06%	81
2025 Q3	$430K	Hold	836	–	–	0.05%	88
2025 Q2	$333K	Hold	836	–	–	0.04%	96
2025 Q1	$256K	Sell	836 -21	-2%	-$7.48K	0.03%	113
2024 Q4	$321K	Buy	857 +21	+3%	+$8.14K	0.04%	102
2024 Q3	$333K	Hold	836	–	–	0.04%	104
2024 Q2	$281K	Hold	836	–	–	0.04%	120
2024 Q1	$306K	Hold	836	–	–	0.04%	109
2023 Q4	$247K	Buy	+836	New	+$217K	0.04%	127

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Barlow Wealth Partners's CAT Position: Q2 2026 in Review

Barlow Wealth Partners held its Caterpillar (CAT) position steady in Q2 2026 at 836 shares worth $793K. The position accounts for 0.09% of the portfolio, ranked #70.

Barlow Wealth Partners first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Barlow Wealth Partners held 836 shares of Caterpillar worth $793K as of Q2 2026.
Barlow Wealth Partners left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.09% of Barlow Wealth Partners's portfolio in Q2 2026, its #70 holding.
Barlow Wealth Partners first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.