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Discipline Wealth Solutions’s Caterpillar CAT Stock Holding History

Discipline Wealth Solutions’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 		$478K Buy
449
+1
+0.2% +$878 0.04% 131
2026
Q1 		$318K Sell
448
-1
-0.2% -$693 0.03% 147
2025
Q4 		$257K Buy
+449
New +$250K 0.05% 146

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

Discipline Wealth Solutions's CAT Position: Q2 2026 in Review

Discipline Wealth Solutions increased its Caterpillar (CAT) stake by 0.22% in Q2 2026, buying an estimated $878 and bringing the position to 449 shares worth $478K. The position accounts for 0.04% of the portfolio, ranked #131.

Discipline Wealth Solutions first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Discipline Wealth Solutions held 449 shares of Caterpillar worth $478K as of Q2 2026.
  • Discipline Wealth Solutions bought 1 Caterpillar share in Q2 2026, an estimated $878.
  • Caterpillar made up 0.04% of Discipline Wealth Solutions's portfolio in Q2 2026, its #131 holding.
  • Discipline Wealth Solutions first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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