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BSW Wealth Partners’s Caterpillar CAT Stock Holding History

BSW Wealth Partners’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 		$2.57M Sell
2,413
-33
-1% -$29K 0.29% 55
2026
Q1 		$1.73M Buy
2,446
+33
+1% +$22.9K 0.21% 64
2025
Q4 		$1.38M Sell
2,413
-87
-3% -$48.4K 0.17% 76
2025
Q3 		$1.19M Buy
2,500
+86
+4% +$36.7K 0.15% 79
2025
Q2 		$937K Sell
2,414
-11
-0.5% -$3.67K 0.13% 96
2025
Q1 		$800K Sell
2,425
-417
-15% -$149K 0.12% 101
2024
Q4 		$1.03M Buy
2,842
+813
+40% +$315K 0.15% 84
2024
Q3 		$793K Buy
2,029
+305
+18% +$105K 0.12% 97
2024
Q2 		$574K Buy
1,724
+114
+7% +$39.5K 0.09% 121
2024
Q1 		$590K Buy
1,610
+461
+40% +$147K 0.1% 119
2023
Q4 		$340K Sell
1,149
-57
-5% -$14.8K 0.07% 178
2023
Q3 		$329K Sell
1,206
-32
-3% -$8.68K 0.07% 160
2023
Q2 		$304K Buy
1,238
+3
+0.2% +$669 0.06% 182
2023
Q1 		$283K Sell
1,235
-40
-3% -$9.67K 0.06% 224
2022
Q4 		$305K Buy
1,275
+36
+3% +$7.84K 0.07% 210
2022
Q3 		$203K Sell
1,239
-48
-4% -$8.77K 0.05% 253
2022
Q2 		$230K Buy
1,287
+200
+18% +$42.1K 0.06% 232
2022
Q1 		$242K Buy
+1,087
New +$228K 0.06% 236
2021
Q2 		– Sell
-1,292
Closed -$300K – 242
2021
Q1 		$300K Buy
+1,292
New +$267K 0.09% 144

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BSW Wealth Partners's CAT Position: Q2 2026 in Review

BSW Wealth Partners reduced its Caterpillar (CAT) stake by 1.3% in Q2 2026, selling an estimated $29K and leaving 2,413 shares worth $2.57M. The position accounts for 0.29% of the portfolio, ranked #55.

BSW Wealth Partners first reported a position in CAT in Q1 2021 and has held it in 19 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • BSW Wealth Partners held 2,413 shares of Caterpillar worth $2.57M as of Q2 2026.
  • BSW Wealth Partners sold 33 Caterpillar shares in Q2 2026, an estimated $29K.
  • Caterpillar made up 0.29% of BSW Wealth Partners's portfolio in Q2 2026, its #55 holding.
  • BSW Wealth Partners first reported a position in Caterpillar in Q1 2021 and has held it in 19 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.