Centurion Wealth Management’s Caterpillar CAT Stock Holding History

Centurion Wealth Management’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	$1.98M	Sell	1,861 -22	-1%	-$19.3K	0.47%	55
2026 Q1	$1.33M	Hold	1,883	–	–	0.3%	80
2025 Q4	$1.08M	Hold	1,883	–	–	0.24%	83
2025 Q3	$898K	Hold	1,883	–	–	0.2%	92
2025 Q2	$731K	Buy	1,883 +73	+4%	+$24.3K	0.21%	84
2025 Q1	$656K	Hold	1,810	–	–	0.21%	86
2024 Q4	$656K	Hold	1,810	–	–	0.21%	86
2024 Q3	$708K	Buy	+1,810	New	+$625K	0.23%	77
2024 Q1	$688K	Sell	1,876 -32	-2%	-$10.2K	0.27%	69
2023 Q4	$564K	Sell	1,908 -43	-2%	-$11.2K	0.24%	70
2023 Q3	$533K	Sell	1,951 -21	-1%	-$5.7K	0.26%	66
2023 Q2	$485K	Hold	1,972	–	–	0.23%	76
2023 Q1	$451K	Sell	1,972 -1	-0.1%	-$242	0.23%	79
2022 Q4	$473K	Buy	+1,973	New	+$430K	0.27%	73

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

Centurion Wealth Management's CAT Position: Q2 2026 in Review

Centurion Wealth Management reduced its Caterpillar (CAT) stake by 1.2% in Q2 2026, selling an estimated $19.3K and leaving 1,861 shares worth $1.98M. The position accounts for 0.47% of the portfolio, ranked #55.

Centurion Wealth Management first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Centurion Wealth Management held 1,861 shares of Caterpillar worth $1.98M as of Q2 2026.
Centurion Wealth Management sold 22 Caterpillar shares in Q2 2026, an estimated $19.3K.
Caterpillar made up 0.47% of Centurion Wealth Management's portfolio in Q2 2026, its #55 holding.
Centurion Wealth Management first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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