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Cove Private Wealth’s Caterpillar CAT Stock Holding History

Cove Private Wealth’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 		$6.36M Buy
5,968
+1,330
+29% +$1.17M 1.23% 16
2026
Q1 		$3.29M Buy
4,638
+2,085
+82% +$1.44M 0.75% 26
2025
Q4 		$1.46M Buy
2,553
+194
+8% +$108K 0.44% 55
2025
Q3 		$1.13M Hold
2,359
– – 0.36% 68
2025
Q2 		$916K Buy
2,359
+704
+43% +$235K 0.32% 73
2025
Q1 		$546K Buy
1,655
+245
+17% +$87.3K 0.29% 84
2024
Q4 		$511K Buy
+1,410
New +$547K 0.31% 66

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Cove Private Wealth's CAT Position: Q2 2026 in Review

Cove Private Wealth increased its Caterpillar (CAT) stake by 29% in Q2 2026, buying an estimated $1.17M and bringing the position to 5,968 shares worth $6.36M. The position accounts for 1.23% of the portfolio, ranked #16.

Cove Private Wealth first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 1,937 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Cove Private Wealth held 5,968 shares of Caterpillar worth $6.36M as of Q2 2026.
  • Cove Private Wealth bought 1,330 Caterpillar shares in Q2 2026, an estimated $1.17M.
  • Caterpillar made up 1.23% of Cove Private Wealth's portfolio in Q2 2026, its #16 holding.
  • Cove Private Wealth first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 1,937 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.