Global Wealth Strategies & Associates’s Caterpillar CAT Stock Holding History

Global Wealth Strategies & Associates’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	$398K	Buy	374 +21	+6%	+$18.4K	0.08%	65
2026 Q1	$250K	Buy	353 +2	+0.6%	+$1.39K	0.06%	71
2025 Q4	$201K	Buy	351 +20	+6%	+$11.1K	0.05%	71
2025 Q3	$158K	Buy	331 +33	+11%	+$14.1K	0.04%	77
2025 Q2	$116K	Hold	298	–	–	0.03%	68
2025 Q1	$98.3K	Hold	298	–	–	0.03%	77
2024 Q4	$108K	Buy	298 +134	+82%	+$52K	0.03%	69
2024 Q3	$64.1K	Hold	164	–	–	0.02%	84
2024 Q2	$54.6K	Hold	164	–	–	0.02%	82
2024 Q1	$60.1K	Hold	164	–	–	0.02%	82
2023 Q4	$48.5K	Hold	164	–	–	0.02%	87
2023 Q3	$44.8K	Buy	164 +67	+69%	+$18.2K	0.02%	81
2023 Q2	$23.9K	Hold	97	–	–	0.01%	105
2023 Q1	$22.2K	Buy	97 +40	+70%	+$9.67K	0.01%	105
2022 Q4	$13.7K	Buy	+57	New	+$12.4K	0.01%	131

Other funds holding CAT

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Global Wealth Strategies & Associates's CAT Position: Q2 2026 in Review

Global Wealth Strategies & Associates increased its Caterpillar (CAT) stake by 5.9% in Q2 2026, buying an estimated $18.4K and bringing the position to 374 shares worth $398K. The position accounts for 0.08% of the portfolio, ranked #65.

Global Wealth Strategies & Associates first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 1,245 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Global Wealth Strategies & Associates held 374 shares of Caterpillar worth $398K as of Q2 2026.
Global Wealth Strategies & Associates bought 21 Caterpillar shares in Q2 2026, an estimated $18.4K.
Caterpillar made up 0.08% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #65 holding.
Global Wealth Strategies & Associates first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
1,245 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.