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Innova Wealth Partners’s Caterpillar CAT Stock Holding History

Innova 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 		$573K Buy
538
+3
+0.6% +$2.63K 0.23% 80
2026
Q1 		$379K Buy
535
+1
+0.2% +$693 0.18% 98
2025
Q4 		$306K Buy
+534
New +$297K 0.15% 102

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Innova Wealth Partners increased its Caterpillar (CAT) stake by 0.56% in Q2 2026, buying an estimated $2.63K and bringing the position to 538 shares worth $573K. The position accounts for 0.23% of the portfolio, ranked #80.

Innova Wealth Partners first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Innova Wealth Partners held 538 shares of Caterpillar worth $573K as of Q2 2026.
  • Innova Wealth Partners bought 3 Caterpillar shares in Q2 2026, an estimated $2.63K.
  • Caterpillar made up 0.23% of Innova Wealth Partners's portfolio in Q2 2026, its #80 holding.
  • Innova Wealth Partners first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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