Foundation Wealth Management (Pennsylvania)’s Caterpillar CAT Stock Holding History

Foundation Wealth Management (Pennsylvania)’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	$239K	Buy	+225	New	+$198K	0.07%	98

Other funds holding CAT

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s CAT Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) opened a new position in Caterpillar (CAT) in Q2 2026: 225 shares worth $239K. The stake represents 0.07% of the portfolio and ranks #98 among its holdings.

2,231 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Foundation Wealth Management (Pennsylvania) held 225 shares of Caterpillar worth $239K as of Q2 2026.
Caterpillar was a new Foundation Wealth Management (Pennsylvania) position in Q2 2026.
Caterpillar made up 0.07% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #98 holding.
2,231 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.