FWP
CAT icon

Firethorn Wealth Partners’s Caterpillar CAT Stock Holding History

Firethorn 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 		$1.86M Sell
1,743
-560
-24% -$492K 0.6% 36
2026
Q1 		$1.63M Sell
2,303
-133
-5% -$92.1K 0.6% 38
2025
Q4 		$1.4M Sell
2,436
-14
-0.6% -$7.78K 0.52% 42
2025
Q3 		$1.17M Buy
2,450
+581
+31% +$248K 0.46% 51
2025
Q2 		$725K Buy
1,869
+1
+0.1% +$333 0.31% 71
2025
Q1 		$616K Buy
1,868
+15
+0.8% +$5.34K 0.29% 81
2024
Q4 		$672K Buy
1,853
+5
+0.3% +$1.94K 0.33% 62
2024
Q3 		$723K Buy
1,848
+6
+0.3% +$2.07K 0.37% 61
2024
Q2 		$613K Buy
1,842
+5
+0.3% +$1.73K 0.35% 62
2024
Q1 		$673K Buy
1,837
+12
+0.7% +$3.83K 0.4% 53
2023
Q4 		$540K Buy
1,825
+296
+19% +$76.8K 0.35% 59
2023
Q3 		$417K Buy
1,529
+6
+0.4% +$1.63K 0.32% 65
2023
Q2 		$375K Buy
1,523
+5
+0.3% +$1.11K 0.28% 69
2023
Q1 		$330K Buy
1,518
+4
+0.3% +$967 0.26% 71
2022
Q4 		$363K Buy
+1,514
New +$330K 0.31% 71
2022
Q3 		– Sell
-1,061
Closed -$207K – 128
2022
Q2 		$207K Buy
1,061
+4
+0.4% +$843 0.17% 115
2022
Q1 		$235K Buy
1,057
+9
+0.9% +$1.89K 0.18% 113
2021
Q4 		$217K Buy
+1,048
New +$211K 0.16% 120
2021
Q2 		$228K Sell
1,050
-10
-0.9% -$2.31K 0.19% 109
2021
Q1 		$246K Buy
+1,060
New +$219K 0.23% 98

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Firethorn Wealth Partners reduced its Caterpillar (CAT) stake by 24% in Q2 2026, selling an estimated $492K and leaving 1,743 shares worth $1.86M. The position accounts for 0.6% of the portfolio, ranked #36.

Firethorn Wealth Partners first reported a position in CAT in Q1 2021 and has held it in 20 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Firethorn Wealth Partners held 1,743 shares of Caterpillar worth $1.86M as of Q2 2026.
  • Firethorn Wealth Partners sold 560 Caterpillar shares in Q2 2026, an estimated $492K.
  • Caterpillar made up 0.6% of Firethorn Wealth Partners's portfolio in Q2 2026, its #36 holding.
  • Firethorn Wealth Partners first reported a position in Caterpillar in Q1 2021 and has held it in 20 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Firethorn Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.