CMH Wealth Management’s Caterpillar CAT Stock Holding History

CMH 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	$3.72M	Sell	3,493 -167	-5%	-$147K	0.57%	51
2026 Q1	$2.59M	Buy	+3,660	New	+$2.53M	0.45%	60
2019 Q3	–	Sell	-16,806	Closed	-$2.29M	–	52
2019 Q2	$2.29M	Sell	16,806 -8,385	-33%	-$1.11M	1.34%	35
2019 Q1	$3.41M	Buy	25,191 +820	+3%	+$109K	2.07%	15
2018 Q4	$3.1M	Buy	24,371 +10,150	+71%	+$1.32M	1.87%	17
2018 Q3	$2.17M	Sell	14,221 -10,395	-42%	-$1.47M	1.13%	33
2018 Q2	$3.35M	Buy	24,616 +14,491	+143%	+$2.17M	1.92%	15
2018 Q1	$1.46M	Buy	+10,125	New	+$1.6M	0.98%	40

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

CMH Wealth Management reduced its Caterpillar (CAT) stake by 4.6% in Q2 2026, selling an estimated $147K and leaving 3,493 shares worth $3.72M. The position accounts for 0.57% of the portfolio, ranked #51.

CMH Wealth Management first reported a position in CAT in Q1 2018 and has held it in 8 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

CMH Wealth Management held 3,493 shares of Caterpillar worth $3.72M as of Q2 2026.
CMH Wealth Management sold 167 Caterpillar shares in Q2 2026, an estimated $147K.
Caterpillar made up 0.57% of CMH Wealth Management's portfolio in Q2 2026, its #51 holding.
CMH Wealth Management first reported a position in Caterpillar in Q1 2018 and has held it in 8 quarters since.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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