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Barnes Wealth Management Group’s Caterpillar CAT Stock Holding History

Barnes Wealth Management Group’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
-398
Closed -$282K – 198
2026
Q1 		$282K Sell
398
-2
-0.5% -$1.39K 0.14% 143
2025
Q4 		$229K Buy
+400
New +$222K 0.12% 160

Other funds holding CAT

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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Barnes Wealth Management Group's CAT Position: Q2 2026 in Review

Barnes Wealth Management Group sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 398 shares — an estimated $282K sold.

Barnes Wealth Management Group first reported a position in CAT in Q4 2025 and held it in 2 quarters. The position peaked at $282K in Q1 2026. 1,601 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Barnes Wealth Management Group reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • Barnes Wealth Management Group sold 398 Caterpillar shares in Q2 2026, an estimated $282K.
  • Barnes Wealth Management Group first reported a position in Caterpillar in Q4 2025 and held it in 2 quarters.
  • Barnes Wealth Management Group's Caterpillar position peaked at $282K in Q1 2026.
  • 1,601 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.