Elmwood Wealth Management’s Caterpillar CAT Stock Holding History

Elmwood 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	$363K	Buy	+341	New	+$300K	0.09%	152
2022 Q1	–	Sell	-110	Closed	-$23K	–	135
2021 Q4	$23K	Buy	+110	New	+$22.1K	0.01%	240
2021 Q2	$24K	Hold	110	–	–	0.01%	210
2021 Q1	$26K	Buy	+110	New	+$22.8K	0.02%	196
2020 Q3	$14K	Hold	110	–	–	0.01%	174
2020 Q2	$14K	Hold	110	–	–	0.01%	174
2020 Q1	$16.2K	Buy	+110	New	+$14.1K	0.02%	169
2019 Q4	–	Sell	-110	Closed	-$14K	–	107
2019 Q3	$14K	Hold	110	–	–	0.01%	162
2019 Q2	$15K	Hold	110	–	–	0.01%	172
2019 Q1	$15K	Hold	110	–	–	0.01%	168
2018 Q4	$14K	Hold	110	–	–	0.01%	173
2018 Q3	$16.8K	Hold	110	–	–	0.01%	179
2018 Q2	$14.9K	Hold	110	–	–	0.01%	181
2018 Q1	$16.2K	Buy	+110	New	+$17.4K	0.02%	169

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

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

ORIO

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

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

Elmwood Wealth Management opened a new position in Caterpillar (CAT) in Q2 2026: 341 shares worth $363K. The stake represents 0.09% of the portfolio and ranks #152 among its holdings. This is a return to the name: Elmwood Wealth Management previously reported a position in CAT as recently as Q4 2021.

Elmwood Wealth Management first reported a position in CAT in Q1 2018 and has held it in 14 quarters since. 837 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Elmwood Wealth Management held 341 shares of Caterpillar worth $363K as of Q2 2026.
Caterpillar was a new Elmwood Wealth Management position in Q2 2026.
Caterpillar made up 0.09% of Elmwood Wealth Management's portfolio in Q2 2026, its #152 holding.
Elmwood Wealth Management first reported a position in Caterpillar in Q1 2018 and has held it in 14 quarters since.
837 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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