CWA
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Crusonia Wealth Advisors’s Caterpillar CAT Stock Holding History

Crusonia 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 		$1.11M Buy
1,046
+333
+47% +$293K 0.18% 89
2026
Q1 		$505K Buy
713
+31
+5% +$21.5K 0.1% 122
2025
Q4 		$391K Buy
+682
New +$379K 0.09% 126

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

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

Crusonia Wealth Advisors increased its Caterpillar (CAT) stake by 47% in Q2 2026, buying an estimated $293K and bringing the position to 1,046 shares worth $1.11M. The position accounts for 0.18% of the portfolio, ranked #89.

Crusonia Wealth Advisors first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 1,969 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Crusonia Wealth Advisors held 1,046 shares of Caterpillar worth $1.11M as of Q2 2026.
  • Crusonia Wealth Advisors bought 333 Caterpillar shares in Q2 2026, an estimated $293K.
  • Caterpillar made up 0.18% of Crusonia Wealth Advisors's portfolio in Q2 2026, its #89 holding.
  • Crusonia Wealth Advisors first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 1,969 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Crusonia Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.