DWP
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Daymark Wealth Partners’s Caterpillar CAT Stock Holding History

Daymark 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 		$9.79M Buy
9,190
+160
+2% +$141K 0.24% 83
2026
Q1 		$6.4M Buy
9,030
+399
+5% +$276K 0.2% 96
2025
Q4 		$4.94M Buy
8,631
+215
+3% +$119K 0.16% 114
2025
Q3 		$4.02M Buy
8,416
+69
+0.8% +$29.5K 0.14% 131
2025
Q2 		$3.24M Sell
8,347
-103
-1% -$34.3K 0.12% 141
2025
Q1 		$2.79M Sell
8,450
-119,968
-93% -$42.7M 0.12% 141
2024
Q4 		$3.17M Buy
128,418
+58
+0% +$22.5K 0.13% 123
2024
Q3 		$3.39M Buy
128,360
+106
+0.1% +$36.6K 0.14% 123
2024
Q2 		$2.87M Buy
128,254
+913
+0.7% +$317K 0.13% 130
2024
Q1 		$2.81M Hold
127,341
– – 0.15% 106
2023
Q4 		$2.29M Sell
127,341
-331
-0.3% -$85.9K 0.14% 118
2023
Q3 		$2.21M Buy
127,672
+120,400
+1,656% +$32.7M 0.15% 116
2023
Q2 		$1.79M Buy
7,272
+4,876
+204% +$1.09M 0.13% 124
2023
Q1 		$548K Buy
2,396
+757
+46% +$183K 0.07% 178
2022
Q4 		$393K Buy
+1,639
New +$357K 0.07% 166

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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

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

Daymark Wealth Partners increased its Caterpillar (CAT) stake by 1.8% in Q2 2026, buying an estimated $141K and bringing the position to 9,190 shares worth $9.79M. The position accounts for 0.24% of the portfolio, ranked #83.

Daymark Wealth Partners first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Daymark Wealth Partners held 9,190 shares of Caterpillar worth $9.79M as of Q2 2026.
  • Daymark Wealth Partners bought 160 Caterpillar shares in Q2 2026, an estimated $141K.
  • Caterpillar made up 0.24% of Daymark Wealth Partners's portfolio in Q2 2026, its #83 holding.
  • Daymark Wealth Partners first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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