BCS Wealth Management’s Caterpillar CAT Stock Holding History

BCS 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	$2.18M	Hold	2,045	–	–	0.39%	61
2026 Q1	$1.45M	Sell	2,045 -2,067	-50%	-$1.43M	0.3%	75
2025 Q4	$2.36M	Buy	4,112 +2,032	+98%	+$1.13M	0.24%	89
2025 Q3	$993K	Sell	2,080 -355	-15%	-$152K	0.22%	86
2025 Q2	$945K	Buy	2,435 +339	+16%	+$113K	0.2%	97
2025 Q1	$691K	Buy	2,096 +2	+0.1%	+$712	0.18%	109
2024 Q4	$760K	Buy	+2,094	New	+$812K	0.19%	106
2024 Q2	–	Sell	-1,566	Closed	-$574K	–	159
2024 Q1	$574K	Hold	1,566	–	–	0.18%	119
2023 Q4	$463K	Hold	1,566	–	–	0.17%	124
2023 Q3	$428K	Buy	+1,566	New	+$425K	0.18%	120
2022 Q3	–	Sell	-1,476	Closed	-$264K	–	182
2022 Q2	$264K	Buy	+1,476	New	+$311K	0.12%	146
2022 Q1	–	Sell	-1,395	Closed	-$288K	–	194
2021 Q4	$288K	Buy	+1,395	New	+$281K	0.1%	165

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

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

BCS Wealth Management held its Caterpillar (CAT) position steady in Q2 2026 at 2,045 shares worth $2.18M. The position accounts for 0.39% of the portfolio, ranked #61.

BCS Wealth Management first reported a position in CAT in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.36M in Q4 2025. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

BCS Wealth Management held 2,045 shares of Caterpillar worth $2.18M as of Q2 2026.
BCS Wealth Management left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.39% of BCS Wealth Management's portfolio in Q2 2026, its #61 holding.
BCS Wealth Management first reported a position in Caterpillar in Q4 2021 and has held it in 12 quarters since.
BCS Wealth Management's Caterpillar position peaked at $2.36M in Q4 2025.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.