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Dogwood Wealth Management’s Caterpillar CAT Stock Holding History

Dogwood 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 		$146K Buy
137
+17
+14% +$14.9K 0.06% 87
2026
Q1 		$85K Buy
120
+27
+29% +$18.7K 0.04% 118
2025
Q4 		$53.3K Buy
93
+38
+69% +$21.1K 0.02% 126
2025
Q3 		$26.2K Buy
55
+2
+4% +$854 0.01% 159
2025
Q2 		$20.9K Sell
53
-1,866
-97% -$622K 0.01% 167
2025
Q1 		$633K Buy
1,919
+221
+13% +$78.7K 0.33% 74
2024
Q4 		$616K Buy
1,698
+386
+29% +$150K 0.33% 58
2024
Q3 		$513K Buy
1,312
+83
+7% +$28.7K 0.3% 61
2024
Q2 		$409K Buy
1,229
+248
+25% +$86K 0.25% 57
2024
Q1 		$359K Buy
981
+109
+13% +$34.8K 0.24% 58
2023
Q4 		$258K Buy
+872
New +$226K 0.2% 68

Other funds holding CAT

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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Dogwood Wealth Management increased its Caterpillar (CAT) stake by 14% in Q2 2026, buying an estimated $14.9K and bringing the position to 137 shares worth $146K. The position accounts for 0.06% of the portfolio, ranked #87.

Dogwood Wealth Management first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $633K in Q1 2025. 1,670 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Dogwood Wealth Management held 137 shares of Caterpillar worth $146K as of Q2 2026.
  • Dogwood Wealth Management bought 17 Caterpillar shares in Q2 2026, an estimated $14.9K.
  • Caterpillar made up 0.06% of Dogwood Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Dogwood Wealth Management first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's Caterpillar position peaked at $633K in Q1 2025.
  • 1,670 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.