CWMK
CAT icon

Caliber Wealth Management (Kansas)’s Caterpillar CAT Stock Holding History

Caliber Wealth Management (Kansas)’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 		$1.54M Buy
1,450
+79
+6% +$69.4K 0.15% 117
2026
Q1 		$971K Sell
1,371
-3
-0.2% -$2.08K 0.11% 134
2025
Q4 		$787K Buy
1,374
+814
+145% +$452K 0.08% 143
2025
Q3 		$267K Sell
560
-231
-29% -$98.6K 0.03% 216
2025
Q2 		$307K Buy
+791
New +$264K 0.03% 227

Other funds holding CAT

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
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
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

Caliber Wealth Management (Kansas)'s CAT Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its Caterpillar (CAT) stake by 5.8% in Q2 2026, buying an estimated $69.4K and bringing the position to 1,450 shares worth $1.54M. The position accounts for 0.15% of the portfolio, ranked #117.

Caliber Wealth Management (Kansas) first reported a position in CAT in Q2 2025 and has held it in 5 quarters since. 1,717 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 1,450 shares of Caterpillar worth $1.54M as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 79 Caterpillar shares in Q2 2026, an estimated $69.4K.
  • Caterpillar made up 0.15% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #117 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Caterpillar in Q2 2025 and has held it in 5 quarters since.
  • 1,717 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.