CWA
CAT icon

Carolina Wealth Advisors’s Caterpillar CAT Stock Holding History

Carolina Wealth Advisors’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 		$27.7K Hold
26
– – 0.01% 140
2026
Q1 		$18.4K Buy
+26
New +$18K 0.01% 142

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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

Carolina Wealth Advisors's CAT Position: Q2 2026 in Review

Carolina Wealth Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 26 shares worth $27.7K. The position accounts for 0.01% of the portfolio, ranked #140.

Carolina Wealth Advisors first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Carolina Wealth Advisors held 26 shares of Caterpillar worth $27.7K as of Q2 2026.
  • Carolina Wealth Advisors left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #140 holding.
  • Carolina Wealth Advisors first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
  • 1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.