DecisionMap Wealth Management’s Caterpillar CAT Stock Holding History

DecisionMap Wealth Management’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	$836K	Sell	785 -11	-1%	-$9.66K	0.47%	51
2026 Q1	$564K	Sell	796 -7	-0.9%	-$4.85K	0.36%	74
2025 Q4	$460K	Sell	803 -7	-0.9%	-$3.89K	0.28%	80
2025 Q3	$386K	Buy	810 +15	+2%	+$6.4K	0.25%	84
2025 Q2	$308K	Buy	795 +9	+1%	+$3K	0.21%	94
2025 Q1	$259K	Sell	786 -23	-3%	-$8.19K	0.2%	103
2024 Q4	$293K	Buy	+809	New	+$314K	0.23%	90

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 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 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

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

DecisionMap Wealth Management's CAT Position: Q2 2026 in Review

DecisionMap Wealth Management reduced its Caterpillar (CAT) stake by 1.4% in Q2 2026, selling an estimated $9.66K and leaving 785 shares worth $836K. The position accounts for 0.47% of the portfolio, ranked #51.

DecisionMap Wealth Management first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 944 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

DecisionMap Wealth Management held 785 shares of Caterpillar worth $836K as of Q2 2026.
DecisionMap Wealth Management sold 11 Caterpillar shares in Q2 2026, an estimated $9.66K.
Caterpillar made up 0.47% of DecisionMap Wealth Management's portfolio in Q2 2026, its #51 holding.
DecisionMap Wealth Management first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
944 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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