CWM
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Cornerstone Wealth Management’s Caterpillar CAT Stock Holding History

Cornerstone 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 		$9.99M Sell
9,379
-89
-0.9% -$78.2K 0.43% 56
2026
Q1 		$6.71M Buy
9,468
+4,335
+84% +$3M 0.34% 74
2025
Q4 		$2.94M Buy
5,133
+699
+16% +$389K 0.15% 140
2025
Q3 		$2.12M Buy
4,434
+298
+7% +$127K 0.12% 167
2025
Q2 		$1.61M Buy
4,136
+106
+3% +$35.3K 0.1% 177
2025
Q1 		$1.33M Sell
4,030
-52
-1% -$18.5K 0.09% 189
2024
Q4 		$1.48M Buy
4,082
+179
+5% +$69.4K 0.1% 166
2024
Q3 		$1.53M Buy
3,903
+126
+3% +$43.5K 0.11% 163
2024
Q2 		$1.26M Sell
3,777
-207
-5% -$71.8K 0.1% 172
2024
Q1 		$1.46M Buy
3,984
+477
+14% +$152K 0.12% 157
2023
Q4 		$1.04M Buy
3,507
+36
+1% +$9.34K 0.09% 188
2023
Q3 		$948K Buy
3,471
+419
+14% +$114K 0.09% 190
2023
Q2 		$751K Buy
3,052
+232
+8% +$51.7K 0.07% 234
2023
Q1 		$645K Buy
+2,820
New +$682K 0.06% 238
2022
Q3 		$504K Buy
3,073
+8
+0.3% +$1.46K 0.06% 250
2022
Q2 		$548K Buy
3,065
+570
+23% +$120K 0.06% 240
2022
Q1 		$556K Sell
2,495
-457
-15% -$95.8K 0.05% 262
2021
Q4 		$610K Buy
2,952
+404
+16% +$81.3K 0.06% 254
2021
Q3 		$489K Buy
2,548
+321
+14% +$66.9K 0.05% 276
2021
Q2 		$485K Buy
2,227
+51
+2% +$11.8K 0.05% 289
2021
Q1 		$505K Buy
2,176
+112
+5% +$23.2K 0.06% 269
2020
Q4 		$376K Buy
2,064
+183
+10% +$31K 0.05% 293
2020
Q3 		$281K Buy
1,881
+8
+0.4% +$1.12K 0.04% 317
2020
Q2 		$237K Sell
1,873
-93
-5% -$11K 0.04% 321
2020
Q1 		$228K Sell
1,966
-100
-5% -$12.8K 0.04% 301
2019
Q4 		$305K Sell
2,066
-1,408
-41% -$196K 0.05% 266
2019
Q3 		$439K Sell
3,474
-373
-10% -$47.4K 0.08% 225
2019
Q2 		$525K Sell
3,847
-749
-16% -$99K 0.09% 202
2019
Q1 		$1.46M Buy
4,596
+317
+7% +$42.1K 0.18% 139
2018
Q4 		$544K Sell
4,279
-924,638
-100% -$120M 0.12% 184
2018
Q3 		$7.32M Sell
928,917
-324,608
-26% -$45.9M 0.09% 216
2018
Q2 		$9.19M Buy
1,253,525
+1,244,543
+13,856% +$186M 0.1% 206
2018
Q1 		$1.29M Buy
8,982
+1,221
+16% +$193K 0.25% 83
2017
Q4 		$1.29M Buy
7,761
+440
+6% +$61K 0.24% 88
2017
Q3 		$928K Buy
7,321
+258
+4% +$29.7K 0.19% 114
2017
Q2 		$762K Buy
7,063
+252
+4% +$25.6K 0.17% 124
2017
Q1 		$643K Sell
6,811
-813
-11% -$77K 0.16% 130
2016
Q4 		$717K Sell
7,624
-2,088
-21% -$189K 0.23% 91
2016
Q3 		$850K Buy
+9,712
New +$795K 0.31% 60

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

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

Cornerstone Wealth Management reduced its Caterpillar (CAT) stake by 0.94% in Q2 2026, selling an estimated $78.2K and leaving 9,379 shares worth $9.99M. The position accounts for 0.43% of the portfolio, ranked #56.

Cornerstone Wealth Management first reported a position in CAT in Q3 2016 and has held it in 39 quarters since. 1,062 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Cornerstone Wealth Management held 9,379 shares of Caterpillar worth $9.99M as of Q2 2026.
  • Cornerstone Wealth Management sold 89 Caterpillar shares in Q2 2026, an estimated $78.2K.
  • Caterpillar made up 0.43% of Cornerstone Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Cornerstone Wealth Management first reported a position in Caterpillar in Q3 2016 and has held it in 39 quarters since.
  • 1,062 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.