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BXM Wealth’s Caterpillar CAT Stock Holding History

BXM Wealth’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 		$979K Sell
919
-15
-2% -$13.2K 0.53% 46
2026
Q1 		$662K Sell
934
-40,051
-98% -$27.7M 0.51% 55
2025
Q4 		$506K Buy
40,985
+40,131
+4,699% +$22.3M 0.39% 60
2025
Q3 		$407K Sell
854
-20
-2% -$8.54K 0.39% 75
2025
Q2 		$339K Buy
874
+43
+5% +$14.3K 0.4% 70
2025
Q1 		$272K Buy
831
+202
+32% +$72K 0.33% 85
2024
Q4 		$228K Buy
+629
New +$244K 0.32% 85

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

BXM Wealth's CAT Position: Q2 2026 in Review

BXM Wealth reduced its Caterpillar (CAT) stake by 1.6% in Q2 2026, selling an estimated $13.2K and leaving 919 shares worth $979K. The position accounts for 0.53% of the portfolio, ranked #46.

BXM Wealth first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 1,433 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • BXM Wealth held 919 shares of Caterpillar worth $979K as of Q2 2026.
  • BXM Wealth sold 15 Caterpillar shares in Q2 2026, an estimated $13.2K.
  • Caterpillar made up 0.53% of BXM Wealth's portfolio in Q2 2026, its #46 holding.
  • BXM Wealth first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 1,433 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.