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Foguth Wealth Management’s Caterpillar CAT Stock Holding History

Foguth 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 		$664K Buy
769
+19
+3% +$16.7K 0.08% 105
2026
Q1 		$657K Buy
750
+305
+69% +$211K 0.08% 103
2025
Q4 		$266K Buy
+445
New +$247K 0.04% 142
2024
Q3 		– Sell
-645
Closed -$215K – 139
2024
Q2 		$215K Buy
645
+93
+17% +$32.2K 0.09% 127
2024
Q1 		$202K Buy
+552
New +$176K 0.11% 126

Other funds holding CAT

SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Foguth Wealth Management increased its Caterpillar (CAT) stake by 2.5% in Q2 2026, buying an estimated $16.7K and bringing the position to 769 shares worth $664K. The position accounts for 0.08% of the portfolio, ranked #105.

Foguth Wealth Management first reported a position in CAT in Q1 2024 and has held it in 5 quarters since. 1,072 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Foguth Wealth Management held 769 shares of Caterpillar worth $664K as of Q2 2026.
  • Foguth Wealth Management bought 19 Caterpillar shares in Q2 2026, an estimated $16.7K.
  • Caterpillar made up 0.08% of Foguth Wealth Management's portfolio in Q2 2026, its #105 holding.
  • Foguth Wealth Management first reported a position in Caterpillar in Q1 2024 and has held it in 5 quarters since.
  • 1,072 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.