Drucker Wealth 3.0’s Caterpillar CAT Stock Holding History

Drucker Wealth 3.0’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	$993K	Buy	933 +28	+3%	+$24.6K	0.16%	113
2026 Q1	$641K	Buy	905 +50	+6%	+$34.6K	0.11%	145
2025 Q4	$490K	Buy	855 +185	+28%	+$103K	0.09%	166
2025 Q3	$320K	Buy	670 +109	+19%	+$46.5K	0.06%	194
2025 Q2	$226K	Buy	+561	New	+$187K	0.04%	212

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

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

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

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Drucker Wealth 3.0's CAT Position: Q2 2026 in Review

Drucker Wealth 3.0 increased its Caterpillar (CAT) stake by 3.1% in Q2 2026, buying an estimated $24.6K and bringing the position to 933 shares worth $993K. The position accounts for 0.16% of the portfolio, ranked #113.

Drucker Wealth 3.0 first reported a position in CAT in Q2 2025 and has held it in 5 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Drucker Wealth 3.0 held 933 shares of Caterpillar worth $993K as of Q2 2026.
Drucker Wealth 3.0 bought 28 Caterpillar shares in Q2 2026, an estimated $24.6K.
Caterpillar made up 0.16% of Drucker Wealth 3.0's portfolio in Q2 2026, its #113 holding.
Drucker Wealth 3.0 first reported a position in Caterpillar in Q2 2025 and has held it in 5 quarters since.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.