CWP
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Curated Wealth Partners’s Caterpillar CAT Stock Holding History

Curated Wealth Partners’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 		$913K Buy
+119,057
New +$105M 0.12% 152
2025
Q1 		– Sell
-2,418
Closed -$877K – 153
2024
Q4 		$877K Sell
2,418
-379
-14% -$147K 0.1% 55
2024
Q3 		$1.09M Buy
2,797
+16
+0.6% +$5.53K 0.14% 44
2024
Q2 		$926K Buy
+2,781
New +$964K 0.13% 46
2024
Q1 		– Sell
-3,320
Closed -$1.06M – 168
2023
Q4 		$982K Sell
3,320
-118
-3% -$30.6K 0.16% 45
2023
Q3 		$939K Sell
3,438
-311
-8% -$84.4K 0.17% 39
2023
Q2 		$922K Sell
3,749
-13
-0.3% -$2.9K 0.18% 40
2023
Q1 		$861K Sell
3,762
-424
-10% -$103K 0.19% 42
2022
Q4 		$1M Buy
4,186
+465
+12% +$101K 0.24% 36
2022
Q3 		$609K Buy
3,721
+62
+2% +$11.3K 0.18% 50
2022
Q2 		$655K Buy
3,659
+2,206
+152% +$465K 0.19% 49
2022
Q1 		$303K Hold
1,453
– – 0.1% 109
2021
Q4 		$303K Buy
1,453
+50
+4% +$10.1K 0.1% 112
2021
Q3 		$269K Buy
1,403
+22
+2% +$4.58K 0.15% 117
2021
Q2 		$301K Buy
1,381
+86
+7% +$19.9K 0.16% 108
2021
Q1 		$300K Sell
1,295
-123
-9% -$25.5K 0.18% 106
2020
Q4 		$258K Buy
+1,418
New +$240K 0.17% 119

Other funds holding CAT

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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Curated Wealth Partners's CAT Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Caterpillar (CAT) in Q2 2026: 119,057 shares worth $913K. The stake represents 0.12% of the portfolio and ranks #152 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in CAT as recently as Q4 2024.

Curated Wealth Partners first reported a position in CAT in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.09M in Q3 2024. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Curated Wealth Partners held 119,057 shares of Caterpillar worth $913K as of Q2 2026.
  • Caterpillar was a new Curated Wealth Partners position in Q2 2026.
  • Caterpillar made up 0.12% of Curated Wealth Partners's portfolio in Q2 2026, its #152 holding.
  • Curated Wealth Partners first reported a position in Caterpillar in Q4 2020 and has held it in 17 quarters since.
  • Curated Wealth Partners's Caterpillar position peaked at $1.09M in Q3 2024.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.