CWA
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CogentBlue Wealth Advisors’s Caterpillar CAT Stock Holding History

CogentBlue 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 		$561K Buy
527
+9
+2% +$7.91K 0.32% 49
2026
Q1 		$367K Hold
518
– – 0.25% 46
2025
Q4 		$297K Hold
518
– – 0.2% 54
2025
Q3 		$247K Buy
+518
New +$221K 0.17% 63

Other funds holding CAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 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

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

CogentBlue Wealth Advisors increased its Caterpillar (CAT) stake by 1.7% in Q2 2026, buying an estimated $7.91K and bringing the position to 527 shares worth $561K. The position accounts for 0.32% of the portfolio, ranked #49.

CogentBlue Wealth Advisors first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 958 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • CogentBlue Wealth Advisors held 527 shares of Caterpillar worth $561K as of Q2 2026.
  • CogentBlue Wealth Advisors bought 9 Caterpillar shares in Q2 2026, an estimated $7.91K.
  • Caterpillar made up 0.32% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • CogentBlue Wealth Advisors first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • 958 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.