CWP
CAT icon

Corepath Wealth Partners’s Caterpillar CAT Stock Holding History

Corepath 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 		$202K Buy
+213
New +$187K 0.13% 46
2025
Q4 		– Sell
-425
Closed -$211K – 43
2025
Q3 		$211K Buy
+425
New +$181K 0.15% 37

Other funds holding CAT

SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

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

Corepath Wealth Partners opened a new position in Caterpillar (CAT) in Q2 2026: 213 shares worth $202K. The stake represents 0.13% of the portfolio and ranks #46 among its holdings. This is a return to the name: Corepath Wealth Partners previously reported a position in CAT as recently as Q3 2025.

Corepath Wealth Partners first reported a position in CAT in Q3 2025 and has held it in 2 quarters since. The position peaked at $211K in Q3 2025. 1,072 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Corepath Wealth Partners held 213 shares of Caterpillar worth $202K as of Q2 2026.
  • Caterpillar was a new Corepath Wealth Partners position in Q2 2026.
  • Caterpillar made up 0.13% of Corepath Wealth Partners's portfolio in Q2 2026, its #46 holding.
  • Corepath Wealth Partners first reported a position in Caterpillar in Q3 2025 and has held it in 2 quarters since.
  • Corepath Wealth Partners's Caterpillar position peaked at $211K in Q3 2025.
  • 1,072 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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