Bridgewealth Advisory Group’s Caterpillar CAT Stock Holding History

Bridgewealth Advisory 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	$1.29M	Sell	1,208 -67	-5%	-$58.9K	0.24%	50
2026 Q1	$903K	Buy	1,275 +13	+1%	+$9K	0.19%	57
2025 Q4	$723K	Buy	1,262 +3	+0.2%	+$1.67K	0.16%	63
2025 Q3	$601K	Buy	1,259 +2	+0.2%	+$854	0.14%	63
2025 Q2	$488K	Buy	+1,257	New	+$419K	0.12%	68
2025 Q1	–	Sell	-1,896	Closed	-$671K	–	57
2024 Q4	$671K	Buy	1,896 +920	+94%	+$357K	0.19%	55
2024 Q3	$382K	Buy	+976	New	+$337K	0.14%	59

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Bridgewealth Advisory Group's CAT Position: Q2 2026 in Review

Bridgewealth Advisory Group reduced its Caterpillar (CAT) stake by 5.3% in Q2 2026, selling an estimated $58.9K and leaving 1,208 shares worth $1.29M. The position accounts for 0.24% of the portfolio, ranked #50.

Bridgewealth Advisory Group first reported a position in CAT in Q3 2024 and has held it in 7 quarters since. 1,506 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Bridgewealth Advisory Group held 1,208 shares of Caterpillar worth $1.29M as of Q2 2026.
Bridgewealth Advisory Group sold 67 Caterpillar shares in Q2 2026, an estimated $58.9K.
Caterpillar made up 0.24% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #50 holding.
Bridgewealth Advisory Group first reported a position in Caterpillar in Q3 2024 and has held it in 7 quarters since.
1,506 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.