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Clarity Wealth Advisors’s Caterpillar CAT Stock Holding History

Clarity 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 		$775K Sell
728
-266
-27% -$234K 0.14% 56
2026
Q1 		$704K Sell
994
-58
-6% -$40.2K 0.14% 53
2025
Q4 		$603K Hold
1,052
– – 0.12% 61
2025
Q3 		$502K Sell
1,052
-26
-2% -$11.1K 0.11% 63
2025
Q2 		$419K Sell
1,078
-5
-0.5% -$1.67K 0.1% 71
2025
Q1 		$357K Buy
+1,083
New +$386K 0.1% 72

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

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

Clarity Wealth Advisors reduced its Caterpillar (CAT) stake by 27% in Q2 2026, selling an estimated $234K and leaving 728 shares worth $775K. The position accounts for 0.14% of the portfolio, ranked #56.

Clarity Wealth Advisors first reported a position in CAT in Q1 2025 and has held it in 6 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Clarity Wealth Advisors held 728 shares of Caterpillar worth $775K as of Q2 2026.
  • Clarity Wealth Advisors sold 266 Caterpillar shares in Q2 2026, an estimated $234K.
  • Caterpillar made up 0.14% of Clarity Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • Clarity Wealth Advisors first reported a position in Caterpillar in Q1 2025 and has held it in 6 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.