Connecticut Wealth Management’s Caterpillar CAT Stock Holding History

Connecticut 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	$5.59M	Sell	5,248 -19	-0.4%	-$16.7K	0.21%	53
2026 Q1	$3.73M	Buy	5,267 +106	+2%	+$73.4K	0.16%	70
2025 Q4	$2.96M	Buy	5,161 +73	+1%	+$40.6K	0.13%	77
2025 Q3	$2.43M	Sell	5,088 -165	-3%	-$70.4K	0.11%	86
2025 Q2	$2.04M	Sell	5,253 -48	-0.9%	-$16K	0.1%	93
2025 Q1	$1.75M	Sell	5,301 -154	-3%	-$54.9K	0.09%	108
2024 Q4	$1.98M	Sell	5,455 -45	-0.8%	-$17.5K	0.1%	81
2024 Q3	$2.15M	Hold	5,500	–	–	0.1%	97
2024 Q2	$1.83M	Sell	5,500 -1	-0%	-$347	0.09%	104
2024 Q1	$2.02M	Sell	5,501 -1	-0%	-$320	0.11%	93
2023 Q4	$1.63M	Buy	5,502 +4,062	+282%	+$1.05M	0.09%	106
2023 Q3	$393K	Buy	+1,440	New	+$391K	0.03%	196

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

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

Connecticut Wealth Management reduced its Caterpillar (CAT) stake by 0.36% in Q2 2026, selling an estimated $16.7K and leaving 5,248 shares worth $5.59M. The position accounts for 0.21% of the portfolio, ranked #53.

Connecticut Wealth Management first reported a position in CAT in Q3 2023 and has held it in 12 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Connecticut Wealth Management held 5,248 shares of Caterpillar worth $5.59M as of Q2 2026.
Connecticut Wealth Management sold 19 Caterpillar shares in Q2 2026, an estimated $16.7K.
Caterpillar made up 0.21% of Connecticut Wealth Management's portfolio in Q2 2026, its #53 holding.
Connecticut Wealth Management first reported a position in Caterpillar in Q3 2023 and has held it in 12 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.