Future Financial Wealth Management’s Caterpillar CAT Stock Holding History

Future Financial 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	$240K	Sell	268 -20	-7%	-$17.6K	0.15%	111
2026 Q1	$222K	Buy	+288	New	+$199K	0.14%	112
2025 Q4	–	Sell	-268	Closed	-$128K	–	166
2025 Q3	$128K	Sell	268 -10	-4%	-$4.27K	0.08%	155
2025 Q2	$108K	Buy	278 +9	+3%	+$3K	0.07%	156
2025 Q1	$88.7K	Sell	269 -50	-16%	-$17.8K	0.07%	167
2024 Q4	$116K	Hold	319	–	–	0.08%	143
2024 Q3	$125K	Buy	+319	New	+$110K	0.09%	147
2024 Q2	–	Sell	-894	Closed	-$328K	–	165
2024 Q1	$328K	Hold	894	–	–	0.25%	73
2023 Q4	$264K	Sell	894 -212	-19%	-$55K	0.26%	81
2023 Q3	$302K	Sell	1,106 -2	-0.2%	-$543	0.33%	72
2023 Q2	$273K	Hold	1,108	–	–	0.29%	84
2023 Q1	$255K	Hold	1,108	–	–	0.28%	86
2022 Q4	$265K	Sell	1,108 -200	-15%	-$43.5K	0.3%	88
2022 Q3	$234K	Hold	1,308	–	–	0.27%	93
2022 Q2	$291K	Hold	1,308	–	–	0.28%	90
2022 Q1	$291K	Buy	1,308 +413	+46%	+$86.6K	0.24%	90
2021 Q4	$185K	Sell	895 -65	-7%	-$13.1K	0.15%	132
2021 Q3	$209K	Hold	960	–	–	0.22%	109
2021 Q2	$209K	Sell	960 -6	-0.6%	-$1.39K	0.22%	109
2021 Q1	$224K	Buy	+966	New	+$200K	0.26%	97

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Future Financial Wealth Management's CAT Position: Q2 2026 in Review

Future Financial Wealth Management reduced its Caterpillar (CAT) stake by 6.9% in Q2 2026, selling an estimated $17.6K and leaving 268 shares worth $240K. The position accounts for 0.15% of the portfolio, ranked #111.

Future Financial Wealth Management first reported a position in CAT in Q1 2021 and has held it in 20 quarters since. The position peaked at $328K in Q1 2024. 1,994 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Future Financial Wealth Management held 268 shares of Caterpillar worth $240K as of Q2 2026.
Future Financial Wealth Management sold 20 Caterpillar shares in Q2 2026, an estimated $17.6K.
Caterpillar made up 0.15% of Future Financial Wealth Management's portfolio in Q2 2026, its #111 holding.
Future Financial Wealth Management first reported a position in Caterpillar in Q1 2021 and has held it in 20 quarters since.
Future Financial Wealth Management's Caterpillar position peaked at $328K in Q1 2024.
1,994 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.