Icon Wealth Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Icon Wealth Advisors's CAT Position: Q2 2026 in Review
Icon Wealth Advisors increased its Caterpillar (CAT) stake by 43% in Q2 2026, buying an estimated $602K and bringing the position to 2,272 shares worth $2.42M. The position accounts for 0.15% of the portfolio, ranked #100.
Icon Wealth Advisors first reported a position in CAT in Q3 2022 and has held it in 12 quarters since. 4,061 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Icon Wealth Advisors held 2,272 shares of Caterpillar worth $2.42M as of Q2 2026.
- Icon Wealth Advisors bought 685 Caterpillar shares in Q2 2026, an estimated $602K.
- Caterpillar made up 0.15% of Icon Wealth Advisors's portfolio in Q2 2026, its #100 holding.
- Icon Wealth Advisors first reported a position in Caterpillar in Q3 2022 and has held it in 12 quarters since.
- 4,061 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.