Core Wealth Partners’s Caterpillar CAT Stock Holding History

Core Wealth Partners’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	$786K	Buy	738 +38	+5%	+$33.4K	0.33%	72
2026 Q1	$496K	Hold	700	–	–	0.23%	94
2025 Q4	$401K	Hold	700	–	–	0.18%	107
2025 Q3	$334K	Hold	700	–	–	0.15%	116
2025 Q2	$272K	Hold	700	–	–	0.14%	133
2025 Q1	$231K	Hold	700	–	–	0.13%	149
2024 Q4	$254K	Hold	700	–	–	0.15%	140
2024 Q3	$274K	Sell	700 -9	-1%	-$3.11K	0.17%	125
2024 Q2	$236K	Buy	709 +100	+16%	+$34.7K	0.16%	126
2024 Q1	$223K	Buy	+609	New	+$195K	0.17%	122
2023 Q1	–	Sell	-3,450	Closed	-$704K	–	117
2022 Q4	$704K	Buy	+3,450	New	+$751K	0.79%	37

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Core Wealth Partners's CAT Position: Q2 2026 in Review

Core Wealth Partners increased its Caterpillar (CAT) stake by 5.4% in Q2 2026, buying an estimated $33.4K and bringing the position to 738 shares worth $786K. The position accounts for 0.33% of the portfolio, ranked #72.

Core Wealth Partners first reported a position in CAT in Q4 2022 and has held it in 11 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Core Wealth Partners held 738 shares of Caterpillar worth $786K as of Q2 2026.
Core Wealth Partners bought 38 Caterpillar shares in Q2 2026, an estimated $33.4K.
Caterpillar made up 0.33% of Core Wealth Partners's portfolio in Q2 2026, its #72 holding.
Core Wealth Partners first reported a position in Caterpillar in Q4 2022 and has held it in 11 quarters since.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.