Capstone Wealth Management (Alabama)’s Caterpillar CAT Stock Holding History

Capstone Wealth Management (Alabama)’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	$265K	Buy	+249	New	+$219K	0.12%	139

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s CAT Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) opened a new position in Caterpillar (CAT) in Q2 2026: 249 shares worth $265K. The stake represents 0.12% of the portfolio and ranks #139 among its holdings.

1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Capstone Wealth Management (Alabama) held 249 shares of Caterpillar worth $265K as of Q2 2026.
Caterpillar was a new Capstone Wealth Management (Alabama) position in Q2 2026.
Caterpillar made up 0.12% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #139 holding.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.