Insight Wealth Strategies’s Caterpillar CAT Stock Holding History

Insight Wealth Strategies’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	$262K	Buy	+264	New	+$232K	0.03%	168
2025 Q2	–	Sell	-6,441	Closed	-$2.12M	–	173
2025 Q1	$2.12M	Buy	6,441 +29	+0.5%	+$10.3K	0.29%	91
2024 Q4	$2.33M	Buy	6,412 +163	+3%	+$63.2K	0.31%	86
2024 Q3	$2.44M	Buy	6,249 +125	+2%	+$43.2K	0.32%	83
2024 Q2	$2.04M	Buy	6,124 +301	+5%	+$104K	0.29%	86
2024 Q1	$2.13M	Buy	+5,823	New	+$1.86M	0.31%	80

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

Insight Wealth Strategies's CAT Position: Q2 2026 in Review

Insight Wealth Strategies opened a new position in Caterpillar (CAT) in Q2 2026: 264 shares worth $262K. The stake represents 0.03% of the portfolio and ranks #168 among its holdings. This is a return to the name: Insight Wealth Strategies previously reported a position in CAT as recently as Q1 2025.

Insight Wealth Strategies first reported a position in CAT in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.44M in Q3 2024. 1,225 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Insight Wealth Strategies held 264 shares of Caterpillar worth $262K as of Q2 2026.
Caterpillar was a new Insight Wealth Strategies position in Q2 2026.
Caterpillar made up 0.03% of Insight Wealth Strategies's portfolio in Q2 2026, its #168 holding.
Insight Wealth Strategies first reported a position in Caterpillar in Q1 2024 and has held it in 6 quarters since.
Insight Wealth Strategies's Caterpillar position peaked at $2.44M in Q3 2024.
1,225 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.