Elevation Wealth Partners’s Caterpillar CAT Stock Holding History

Elevation Wealth Partners’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	$178K	Buy	167 +36	+27%	+$31.6K	0.05%	145
2026 Q1	$92.5K	Buy	131 +1	+0.8%	+$693	0.03%	178
2025 Q4	$74.7K	Hold	130	–	–	0.03%	189
2025 Q3	$62.1K	Buy	130 +27	+26%	+$11.5K	0.02%	222
2025 Q2	$39.9K	Buy	103 +1	+1%	+$333	0.02%	259
2025 Q1	$33.8K	Hold	102	–	–	0.01%	269
2024 Q4	$37K	Hold	102	–	–	0.02%	260
2024 Q3	$39.7K	Hold	102	–	–	0.02%	241
2024 Q2	$33.8K	Sell	102 -30	-23%	-$10.4K	0.02%	252
2024 Q1	$48.2K	Sell	132 -380	-74%	-$121K	0.02%	221
2023 Q4	$140K	Buy	512 +410	+402%	+$106K	0.08%	124
2023 Q3	$27.7K	Hold	102	–	–	0.02%	191
2023 Q2	$25K	Buy	102 +1	+1%	+$223	0.02%	201
2023 Q1	$23.1K	Buy	+101	New	+$24.4K	0.02%	209

Other funds holding CAT

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Elevation Wealth Partners's CAT Position: Q2 2026 in Review

Elevation Wealth Partners increased its Caterpillar (CAT) stake by 27% in Q2 2026, buying an estimated $31.6K and bringing the position to 167 shares worth $178K. The position accounts for 0.05% of the portfolio, ranked #145.

Elevation Wealth Partners first reported a position in CAT in Q1 2023 and has held it in 14 quarters since. 1,686 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Elevation Wealth Partners held 167 shares of Caterpillar worth $178K as of Q2 2026.
Elevation Wealth Partners bought 36 Caterpillar shares in Q2 2026, an estimated $31.6K.
Caterpillar made up 0.05% of Elevation Wealth Partners's portfolio in Q2 2026, its #145 holding.
Elevation Wealth Partners first reported a position in Caterpillar in Q1 2023 and has held it in 14 quarters since.
1,686 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.