GK Wealth Management’s Caterpillar CAT Stock Holding History

GK 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	$261K	Buy	+245	New	+$215K	0.14%	177
2026 Q1	–	Sell	-375	Closed	-$215K	–	76
2025 Q4	$215K	Sell	375 -68	-15%	-$37.8K	0.14%	169
2025 Q3	$211K	Sell	443 -178	-29%	-$76K	0.15%	164
2025 Q2	$241K	Buy	+621	New	+$207K	0.22%	121
2025 Q1	–	Sell	-598	Closed	-$217K	–	146
2024 Q4	$217K	Buy	+598	New	+$232K	0.27%	114

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

GK Wealth Management opened a new position in Caterpillar (CAT) in Q2 2026: 245 shares worth $261K. The stake represents 0.14% of the portfolio and ranks #177 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in CAT as recently as Q4 2025.

GK Wealth Management first reported a position in CAT in Q4 2024 and has held it in 5 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

GK Wealth Management held 245 shares of Caterpillar worth $261K as of Q2 2026.
Caterpillar was a new GK Wealth Management position in Q2 2026.
Caterpillar made up 0.14% of GK Wealth Management's portfolio in Q2 2026, its #177 holding.
GK Wealth Management first reported a position in Caterpillar in Q4 2024 and has held it in 5 quarters since.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.