CA
CAT icon

CWC Advisors’s Caterpillar CAT Stock Holding History

CWC 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 		$301K Sell
283
-29
-9% -$25.5K 0.13% 126
2026
Q1 		$221K Buy
+312
New +$216K 0.11% 142

Other funds holding CAT

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
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CWC Advisors's CAT Position: Q2 2026 in Review

CWC Advisors reduced its Caterpillar (CAT) stake by 9.3% in Q2 2026, selling an estimated $25.5K and leaving 283 shares worth $301K. The position accounts for 0.13% of the portfolio, ranked #126.

CWC Advisors first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 927 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • CWC Advisors held 283 shares of Caterpillar worth $301K as of Q2 2026.
  • CWC Advisors sold 29 Caterpillar shares in Q2 2026, an estimated $25.5K.
  • Caterpillar made up 0.13% of CWC Advisors's portfolio in Q2 2026, its #126 holding.
  • CWC Advisors first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
  • 927 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.