HWP
CAT icon

Highline Wealth Partners’s Caterpillar CAT Stock Holding History

Highline Wealth Partners’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 		$99.3K Buy
93
+14
+18% +$12.3K 0.02% 168
2026
Q1 		$56.1K Buy
79
+26
+49% +$18K 0.01% 162
2025
Q4 		$30.5K Buy
53
+2
+4% +$1.11K 0.01% 189
2025
Q3 		$24.4K Buy
51
+27
+113% +$11.5K 0.01% 242
2025
Q2 		$9.38K Sell
24
-44
-65% -$14.7K ﹤0.01% 342
2025
Q1 		$22.5K Sell
68
-143
-68% -$50.9K 0.01% 194
2024
Q4 		$76.6K Buy
211
+187
+779% +$72.5K 0.03% 112
2024
Q3 		$9.41K Sell
24
-11
-31% -$3.8K ﹤0.01% 265
2024
Q2 		$11.7K Buy
35
+27
+338% +$9.36K ﹤0.01% 208
2024
Q1 		$2.95K Hold
8
– – ﹤0.01% 307
2023
Q4 		$2.38K Hold
8
– – ﹤0.01% 288
2023
Q3 		$2.19K Hold
8
– – ﹤0.01% 270
2023
Q2 		$1.97K Buy
8
+6
+300% +$1.34K ﹤0.01% 228
2023
Q1 		$458 Sell
2
-1
-33% -$242 ﹤0.01% 308
2022
Q4 		$719 Buy
+3
New +$653 ﹤0.01% 279

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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Highline Wealth Partners's CAT Position: Q2 2026 in Review

Highline Wealth Partners increased its Caterpillar (CAT) stake by 18% in Q2 2026, buying an estimated $12.3K and bringing the position to 93 shares worth $99.3K. The position accounts for 0.02% of the portfolio, ranked #168.

Highline Wealth Partners first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 837 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Highline Wealth Partners held 93 shares of Caterpillar worth $99.3K as of Q2 2026.
  • Highline Wealth Partners bought 14 Caterpillar shares in Q2 2026, an estimated $12.3K.
  • Caterpillar made up 0.02% of Highline Wealth Partners's portfolio in Q2 2026, its #168 holding.
  • Highline Wealth Partners first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 837 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.