GFWA
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Grey Fox Wealth Advisors’s Caterpillar CAT Stock Holding History

Grey Fox Wealth Advisors’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 		$355K Buy
333
+2
+0.6% +$1.76K 0.06% 122
2026
Q1 		$235K Buy
+331
New +$229K 0.05% 128
2025
Q4 		– Sell
-312
Closed -$149K – 197
2025
Q3 		$149K Buy
+312
New +$133K 0.03% 159

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
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

Grey Fox Wealth Advisors's CAT Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its Caterpillar (CAT) stake by 0.6% in Q2 2026, buying an estimated $1.76K and bringing the position to 333 shares worth $355K. The position accounts for 0.06% of the portfolio, ranked #122.

Grey Fox Wealth Advisors first reported a position in CAT in Q3 2025 and has held it in 3 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Grey Fox Wealth Advisors held 333 shares of Caterpillar worth $355K as of Q2 2026.
  • Grey Fox Wealth Advisors bought 2 Caterpillar shares in Q2 2026, an estimated $1.76K.
  • Caterpillar made up 0.06% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #122 holding.
  • Grey Fox Wealth Advisors first reported a position in Caterpillar in Q3 2025 and has held it in 3 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.