GLLW
CAT icon

Graves Light Lenhart Wealth’s Caterpillar CAT Stock Holding History

Graves Light Lenhart Wealth’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 		$1.2M Sell
1,126
-79
-7% -$69.4K 0.11% 79
2026
Q1 		$853K Sell
1,205
-7
-0.6% -$4.85K 0.09% 90
2025
Q4 		$694K Sell
1,212
-21
-2% -$11.7K 0.07% 100
2025
Q3 		$589K Hold
1,233
– – 0.07% 109
2025
Q2 		$478K Buy
1,233
+1
+0.1% +$333 0.06% 116
2025
Q1 		$406K Buy
1,232
+2
+0.2% +$712 0.05% 121
2024
Q4 		$446K Buy
1,230
+1
+0.1% +$388 0.06% 122
2024
Q3 		$481K Sell
1,229
-29
-2% -$10K 0.06% 113
2024
Q2 		$414K Buy
1,258
+12
+1% +$4.16K 0.05% 118
2024
Q1 		$457K Sell
1,246
-86
-6% -$27.5K 0.05% 113
2023
Q4 		$394K Buy
1,332
+1
+0.1% +$259 0.05% 121
2023
Q3 		$354K Buy
1,331
+1
+0.1% +$271 0.05% 123
2023
Q2 		$327K Buy
1,330
+60
+5% +$13.4K 0.04% 136
2023
Q1 		$291K Buy
1,270
+2
+0.2% +$484 0.05% 134
2022
Q4 		$304K Buy
1,268
+1
+0.1% +$218 0.05% 133
2022
Q3 		$208K Buy
1,267
+1
+0.1% +$183 0.03% 157
2022
Q2 		$226K Buy
1,266
+1
+0.1% +$211 0.03% 158
2022
Q1 		$282K Sell
1,265
-76
-6% -$15.9K 0.04% 152
2021
Q4 		$277K Buy
1,341
+1
+0.1% +$201 0.04% 162
2021
Q3 		$257K Buy
1,340
+56
+4% +$11.7K 0.04% 156
2021
Q2 		$279K Sell
1,284
-17
-1% -$3.93K 0.04% 148
2021
Q1 		$302K Buy
1,301
+1
+0.1% +$207 0.05% 140
2020
Q4 		$237K Buy
+1,300
New +$220K 0.04% 155

Other funds holding CAT

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
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
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

Graves Light Lenhart Wealth's CAT Position: Q2 2026 in Review

Graves Light Lenhart Wealth reduced its Caterpillar (CAT) stake by 6.6% in Q2 2026, selling an estimated $69.4K and leaving 1,126 shares worth $1.2M. The position accounts for 0.11% of the portfolio, ranked #79.

Graves Light Lenhart Wealth first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Graves Light Lenhart Wealth held 1,126 shares of Caterpillar worth $1.2M as of Q2 2026.
  • Graves Light Lenhart Wealth sold 79 Caterpillar shares in Q2 2026, an estimated $69.4K.
  • Caterpillar made up 0.11% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #79 holding.
  • Graves Light Lenhart Wealth first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
  • 736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.