Dynasty Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Dynasty Wealth Management's CAT Position: Q2 2026 in Review
Dynasty Wealth Management increased its Caterpillar (CAT) stake by 93% in Q2 2026, buying an estimated $288K and bringing the position to 681 shares worth $725K. The position accounts for 0.01% of the portfolio, ranked #218.
Dynasty Wealth Management first reported a position in CAT in Q3 2018 and has held it in 3 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Dynasty Wealth Management held 681 shares of Caterpillar worth $725K as of Q2 2026.
- Dynasty Wealth Management bought 328 Caterpillar shares in Q2 2026, an estimated $288K.
- Caterpillar made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #218 holding.
- Dynasty Wealth Management first reported a position in Caterpillar in Q3 2018 and has held it in 3 quarters since.
- 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.