BCO Wealth Management’s Caterpillar CAT Stock Holding History

BCO 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	$394K	Hold	370	–	–	0.21%	30
2026 Q1	$262K	Hold	370	–	–	0.16%	32
2025 Q4	$212K	Buy	+370	New	+$206K	0.13%	36
2025 Q3	–	Sell	-592	Closed	-$230K	–	38
2025 Q2	$230K	Buy	+592	New	+$197K	0.16%	31
2025 Q1	–	Sell	-585	Closed	-$212K	–	32
2024 Q4	$212K	Buy	+585	New	+$227K	0.18%	30

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

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

BCO Wealth Management held its Caterpillar (CAT) position steady in Q2 2026 at 370 shares worth $394K. The position accounts for 0.21% of the portfolio, ranked #30.

BCO Wealth Management first reported a position in CAT in Q4 2024 and has held it in 5 quarters since. 1,393 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

BCO Wealth Management held 370 shares of Caterpillar worth $394K as of Q2 2026.
BCO Wealth Management left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.21% of BCO Wealth Management's portfolio in Q2 2026, its #30 holding.
BCO Wealth Management first reported a position in Caterpillar in Q4 2024 and has held it in 5 quarters since.
1,393 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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