Holos Integrated Wealth’s Caterpillar CAT Stock Holding History

Holos Integrated 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	$12.2K	Hold	13	–	–	0.01%	252
2026 Q1	$9.42K	Hold	13	–	–	﹤0.01%	265
2025 Q4	$7.78K	Hold	13	–	–	﹤0.01%	215
2025 Q3	$6.39K	Hold	13	–	–	﹤0.01%	215
2025 Q2	$5.42K	Hold	13	–	–	﹤0.01%	227
2025 Q1	$4.29K	Hold	13	–	–	﹤0.01%	238
2024 Q4	$4.72K	Buy	+13	New	+$5.04K	﹤0.01%	235

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

Holos Integrated Wealth's CAT Position: Q2 2026 in Review

Holos Integrated Wealth held its Caterpillar (CAT) position steady in Q2 2026 at 13 shares worth $12.2K. The position accounts for 0.01% of the portfolio, ranked #252.

Holos Integrated Wealth first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Holos Integrated Wealth held 13 shares of Caterpillar worth $12.2K as of Q2 2026.
Holos Integrated Wealth left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #252 holding.
Holos Integrated Wealth first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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