Cornerstone Wealth Advisors’s Caterpillar CAT Stock Holding History

Cornerstone 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	$209K	Buy	+196	New	+$172K	0.04%	55

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

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

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

Cornerstone Wealth Advisors opened a new position in Caterpillar (CAT) in Q2 2026: 196 shares worth $209K. The stake represents 0.04% of the portfolio and ranks #55 among its holdings.

903 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Cornerstone Wealth Advisors held 196 shares of Caterpillar worth $209K as of Q2 2026.
Caterpillar was a new Cornerstone Wealth Advisors position in Q2 2026.
Caterpillar made up 0.04% of Cornerstone Wealth Advisors's portfolio in Q2 2026, its #55 holding.
903 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.