GWMI
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Guardian Wealth Management (Illinois)’s Caterpillar CAT Stock Holding History

Guardian Wealth Management (Illinois)’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 		$7.01M Buy
6,581
+69
+1% +$60.6K 3.44% 7
2026
Q1 		$4.61M Sell
6,512
-1,157
-15% -$801K 2.52% 16
2025
Q4 		$4.39M Buy
7,669
+5,362
+232% +$2.98M 2.58% 10
2025
Q3 		$1.1M Sell
2,307
-4
-0.2% -$1.71K 0.65% 45
2025
Q2 		$897K Sell
2,311
-5
-0.2% -$1.67K 0.6% 44
2025
Q1 		$764K Sell
2,316
-4
-0.2% -$1.43K 0.51% 48
2024
Q4 		$841K Sell
2,320
-23
-1% -$8.92K 0.57% 46
2024
Q3 		$916K Sell
2,343
-59
-2% -$20.4K 0.65% 44
2024
Q2 		$800K Buy
2,402
+244
+11% +$84.6K 0.61% 45
2024
Q1 		$791K Sell
2,158
-34
-2% -$10.9K 0.61% 47
2023
Q4 		$648K Buy
2,192
+528
+32% +$137K 0.55% 48
2023
Q3 		$454K Buy
1,664
+2
+0.1% +$543 0.43% 52
2023
Q2 		$409K Sell
1,662
-33
-2% -$7.36K 0.37% 58
2023
Q1 		$388K Buy
1,695
+354
+26% +$85.6K 0.37% 58
2022
Q4 		$321K Sell
1,341
-6
-0.4% -$1.31K 0.32% 61
2022
Q3 		$221K Buy
1,347
+7
+0.5% +$1.28K 0.25% 70
2022
Q2 		$240K Buy
1,340
+6
+0.4% +$1.26K 0.26% 70
2022
Q1 		$297K Buy
1,334
+46
+4% +$9.65K 0.3% 68
2021
Q4 		$266K Buy
+1,288
New +$259K 0.26% 69

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

Guardian Wealth Management (Illinois)'s CAT Position: Q2 2026 in Review

Guardian Wealth Management (Illinois) increased its Caterpillar (CAT) stake by 1.1% in Q2 2026, buying an estimated $60.6K and bringing the position to 6,581 shares worth $7.01M. The position accounts for 3.44% of the portfolio, ranked #7.

Guardian Wealth Management (Illinois) first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Guardian Wealth Management (Illinois) held 6,581 shares of Caterpillar worth $7.01M as of Q2 2026.
  • Guardian Wealth Management (Illinois) bought 69 Caterpillar shares in Q2 2026, an estimated $60.6K.
  • Caterpillar made up 3.44% of Guardian Wealth Management (Illinois)'s portfolio in Q2 2026, its #7 holding.
  • Guardian Wealth Management (Illinois) first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 13 Jul 2026.