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Fingerlakes Wealth Management’s Caterpillar CAT Stock Holding History

Fingerlakes 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 		$1.23M Sell
1,151
-2
-0.2% -$1.76K 0.66% 39
2026
Q1 		$817K Sell
1,153
-14
-1% -$9.7K 0.54% 44
2025
Q4 		$669K Sell
1,167
-26
-2% -$14.5K 0.43% 49
2025
Q3 		$569K Buy
1,193
+5
+0.4% +$2.13K 0.37% 53
2025
Q2 		$461K Buy
1,188
+4
+0.3% +$1.33K 0.34% 60
2025
Q1 		$390K Sell
1,184
-226
-16% -$80.5K 0.33% 65
2024
Q4 		$511K Buy
1,410
+12
+0.9% +$4.65K 0.41% 54
2024
Q3 		$547K Buy
1,398
+5
+0.4% +$1.73K 0.45% 52
2024
Q2 		$464K Buy
1,393
+5
+0.4% +$1.73K 0.42% 55
2024
Q1 		$508K Buy
1,388
+6
+0.4% +$1.92K 0.49% 53
2023
Q4 		$409K Buy
1,382
+7
+0.5% +$1.82K 0.44% 59
2023
Q3 		$375K Sell
1,375
-31
-2% -$8.41K 0.46% 60
2023
Q2 		$346K Sell
1,406
-104
-7% -$23.2K 0.4% 66
2023
Q1 		$345K Buy
1,510
+7
+0.5% +$1.69K 0.43% 64
2022
Q4 		$360K Buy
1,503
+8
+0.5% +$1.74K 0.49% 64
2022
Q3 		$245K Buy
1,495
+9
+0.6% +$1.64K 0.36% 71
2022
Q2 		$266K Sell
1,486
-64
-4% -$13.5K 0.36% 76
2022
Q1 		$345K Sell
1,550
-23
-1% -$4.82K 0.4% 65
2021
Q4 		$325K Buy
+1,573
New +$317K 0.37% 71

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

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

Fingerlakes Wealth Management reduced its Caterpillar (CAT) stake by 0.17% in Q2 2026, selling an estimated $1.76K and leaving 1,151 shares worth $1.23M. The position accounts for 0.66% of the portfolio, ranked #39.

Fingerlakes Wealth Management first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Fingerlakes Wealth Management held 1,151 shares of Caterpillar worth $1.23M as of Q2 2026.
  • Fingerlakes Wealth Management sold 2 Caterpillar shares in Q2 2026, an estimated $1.76K.
  • Caterpillar made up 0.66% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Fingerlakes Wealth Management first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.