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Bogart Wealth LLC’s Caterpillar CAT Stock Holding History

Bogart Wealth LLC’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
2020
Q1 		– Sell
-7,700
Closed -$1.14M – 428
2019
Q4 		$1.14M Buy
+7,700
New +$1.07M 0.36% 46

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
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
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

Bogart Wealth LLC's CAT Position: Q2 2026 in Review

Bogart Wealth LLC increased its Caterpillar (CAT) stake by 23% in Q2 2026, buying an estimated $332K and bringing the position to 2,048 shares worth $2.18M. The position accounts for 0.07% of the portfolio, ranked #111.

Bogart Wealth LLC first reported a position in CAT in Q1 2017 and has held it in 38 quarters since. The position peaked at $14.7M in Q1 2024. 1,380 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Bogart Wealth LLC held 2,048 shares of Caterpillar worth $2.18M as of Q2 2026.
  • Bogart Wealth LLC bought 378 Caterpillar shares in Q2 2026, an estimated $332K.
  • Caterpillar made up 0.07% of Bogart Wealth LLC's portfolio in Q2 2026, its #111 holding.
  • Bogart Wealth LLC first reported a position in Caterpillar in Q1 2017 and has held it in 38 quarters since.
  • Bogart Wealth LLC's Caterpillar position peaked at $14.7M in Q1 2024.
  • 1,380 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.