Coquina Private Wealth LLC’s Caterpillar CAT Stock Holding History

Coquina Private Wealth LLC’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	$230K	Buy	+216	New	+$190K	0.16%	91

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Coquina Private Wealth LLC's CAT Position: Q2 2026 in Review

Coquina Private Wealth LLC opened a new position in Caterpillar (CAT) in Q2 2026: 216 shares worth $230K. The stake represents 0.16% of the portfolio and ranks #91 among its holdings.

2,716 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Coquina Private Wealth LLC held 216 shares of Caterpillar worth $230K as of Q2 2026.
Caterpillar was a new Coquina Private Wealth LLC position in Q2 2026.
Caterpillar made up 0.16% of Coquina Private Wealth LLC's portfolio in Q2 2026, its #91 holding.
2,716 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q2 2026, filed 29 Jul 2026.