Fifth Third Wealth Advisors’s Caterpillar CAT Stock Holding History

Fifth Third Wealth Advisors’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	$28M	Buy	26,284 +2,249	+9%	+$1.98M	0.78%	23
2026 Q1	$17M	Buy	24,035 +6,068	+34%	+$4.2M	0.58%	30
2025 Q4	$10.3M	Buy	17,967 +488	+3%	+$271K	0.36%	44
2025 Q3	$8.34M	Sell	17,479 -154	-0.9%	-$65.7K	0.31%	51
2025 Q2	$6.85M	Buy	17,633 +937	+6%	+$312K	0.29%	58
2025 Q1	$5.51M	Buy	16,696 +982	+6%	+$350K	0.29%	54
2024 Q4	$5.7M	Buy	15,714 +755	+5%	+$293K	0.31%	50
2024 Q3	$5.85M	Buy	14,959 +3,148	+27%	+$1.09M	0.36%	45
2024 Q2	$3.93M	Buy	11,811 +4,869	+70%	+$1.69M	0.3%	54
2024 Q1	$2.54M	Buy	6,942 +852	+14%	+$272K	0.4%	48
2023 Q4	$1.8M	Buy	6,090 +486	+9%	+$126K	0.58%	40
2023 Q3	$1.53M	Buy	5,604 +2,630	+88%	+$713K	0.62%	40
2023 Q2	$732K	Buy	2,974 +171	+6%	+$38.1K	0.47%	59
2023 Q1	$641K	Buy	+2,803	New	+$678K	1.19%	31

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

Fifth Third Wealth Advisors's CAT Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its Caterpillar (CAT) stake by 9.4% in Q2 2026, buying an estimated $1.98M and bringing the position to 26,284 shares worth $28M. The position accounts for 0.78% of the portfolio, ranked #23.

Fifth Third Wealth Advisors first reported a position in CAT in Q1 2023 and has held it in 14 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Fifth Third Wealth Advisors held 26,284 shares of Caterpillar worth $28M as of Q2 2026.
Fifth Third Wealth Advisors bought 2,249 Caterpillar shares in Q2 2026, an estimated $1.98M.
Caterpillar made up 0.78% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #23 holding.
Fifth Third Wealth Advisors first reported a position in Caterpillar in Q1 2023 and has held it in 14 quarters since.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.