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Crown Wealth Group’s Caterpillar CAT Stock Holding History

Crown Wealth Group’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 		$1.16M Buy
1,093
+29
+3% +$25.5K 0.3% 48
2026
Q1 		$754K Buy
1,064
+42
+4% +$29.1K 0.22% 55
2025
Q4 		$585K Buy
1,022
+68
+7% +$37.8K 0.16% 62
2025
Q3 		$455K Buy
954
+113
+13% +$48.2K 0.14% 70
2025
Q2 		$326K Sell
841
-26
-3% -$8.67K 0.12% 78
2025
Q1 		$286K Buy
867
+13
+2% +$4.63K 0.15% 71
2024
Q4 		$310K Buy
854
+15
+2% +$5.82K 0.13% 82
2024
Q3 		$328K Sell
839
-15
-2% -$5.18K 0.14% 80
2024
Q2 		$284K Buy
854
+22
+3% +$7.63K 0.14% 78
2024
Q1 		$305K Buy
832
+36
+5% +$11.5K 0.16% 72
2023
Q4 		$235K Buy
+796
New +$206K 0.14% 78
2023
Q1 		– Sell
-970
Closed -$232K – 68
2022
Q4 		$232K Buy
+970
New +$211K 0.22% 56
2022
Q2 		– Sell
-907
Closed -$202K – 74
2022
Q1 		$202K Buy
+907
New +$190K 0.14% 91

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Crown Wealth Group's CAT Position: Q2 2026 in Review

Crown Wealth Group increased its Caterpillar (CAT) stake by 2.7% in Q2 2026, buying an estimated $25.5K and bringing the position to 1,093 shares worth $1.16M. The position accounts for 0.3% of the portfolio, ranked #48.

Crown Wealth Group first reported a position in CAT in Q1 2022 and has held it in 13 quarters since. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Crown Wealth Group held 1,093 shares of Caterpillar worth $1.16M as of Q2 2026.
  • Crown Wealth Group bought 29 Caterpillar shares in Q2 2026, an estimated $25.5K.
  • Caterpillar made up 0.3% of Crown Wealth Group's portfolio in Q2 2026, its #48 holding.
  • Crown Wealth Group first reported a position in Caterpillar in Q1 2022 and has held it in 13 quarters since.
  • 1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.