Chemistry Wealth Management’s Caterpillar CAT Stock Holding History

Chemistry 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	$946K	Sell	888 -6	-0.7%	-$5.27K	0.15%	93
2026 Q1	$633K	Sell	894 -33	-4%	-$22.9K	0.11%	107
2025 Q4	$531K	Buy	927 +10	+1%	+$5.56K	0.1%	114
2025 Q3	$438K	Buy	917 +26	+3%	+$11.1K	0.08%	128
2025 Q2	$346K	Hold	891	–	–	0.07%	132
2025 Q1	$294K	Hold	891	–	–	0.07%	142
2024 Q4	$323K	Buy	891 +269	+43%	+$104K	0.08%	135
2024 Q3	$243K	Sell	622 -13	-2%	-$4.49K	0.06%	152
2024 Q2	$212K	Buy	+635	New	+$220K	0.05%	156
2022 Q1	–	Sell	-1,220	Closed	-$252K	–	144
2021 Q4	$252K	Buy	+1,220	New	+$246K	0.21%	73

Other funds holding CAT

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

Chemistry Wealth Management reduced its Caterpillar (CAT) stake by 0.67% in Q2 2026, selling an estimated $5.27K and leaving 888 shares worth $946K. The position accounts for 0.15% of the portfolio, ranked #93.

Chemistry Wealth Management first reported a position in CAT in Q4 2021 and has held it in 10 quarters since. 2,116 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Chemistry Wealth Management held 888 shares of Caterpillar worth $946K as of Q2 2026.
Chemistry Wealth Management sold 6 Caterpillar shares in Q2 2026, an estimated $5.27K.
Caterpillar made up 0.15% of Chemistry Wealth Management's portfolio in Q2 2026, its #93 holding.
Chemistry Wealth Management first reported a position in Caterpillar in Q4 2021 and has held it in 10 quarters since.
2,116 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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