Institute for Wealth Management’s Caterpillar CAT Stock Holding History

Institute for Wealth Management’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	$4.09M	Sell	3,838 -602	-14%	-$529K	0.36%	55
2026 Q1	$3.15M	Sell	4,440 -69	-2%	-$47.8K	0.34%	63
2025 Q4	$2.58M	Sell	4,509 -54	-1%	-$30K	0.27%	75
2025 Q3	$2.18M	Buy	4,563 +98	+2%	+$41.8K	0.23%	92
2025 Q2	$1.73M	Sell	4,465 -250	-5%	-$83.3K	0.19%	113
2025 Q1	$1.56M	Sell	4,715 -313	-6%	-$111K	0.2%	114
2024 Q4	$1.82M	Buy	5,028 +78	+2%	+$30.3K	0.23%	96
2024 Q3	$1.94M	Buy	4,950 +59	+1%	+$20.4K	0.24%	90
2024 Q2	$1.63M	Buy	4,891 +137	+3%	+$47.5K	0.22%	106
2024 Q1	$1.74M	Sell	4,754 -328	-6%	-$105K	0.22%	94
2023 Q4	$1.5M	Sell	5,082 -55	-1%	-$14.3K	0.24%	98
2023 Q3	$1.4M	Sell	5,137 -13	-0.3%	-$3.53K	0.25%	96
2023 Q2	$1.27M	Buy	5,150 +2	+0%	+$446	0.21%	117
2023 Q1	$1.18M	Sell	5,148 -24	-0.5%	-$5.8K	0.23%	117
2022 Q4	$1.24M	Sell	5,172 -104	-2%	-$22.6K	0.26%	106
2022 Q3	$866K	Sell	5,276 -7	-0.1%	-$1.28K	0.19%	139
2022 Q2	$944K	Hold	5,283	–	–	0.19%	141
2022 Q1	$1.18M	Buy	5,283 +96	+2%	+$20.1K	0.19%	130
2021 Q4	$1.07M	Sell	5,187 -37	-0.7%	-$7.45K	0.17%	146
2021 Q3	$1M	Sell	5,224 -127	-2%	-$26.4K	0.18%	148
2021 Q2	$1.17M	Buy	5,351 +137	+3%	+$31.6K	0.2%	125
2021 Q1	$1.21M	Buy	5,214 +50	+1%	+$10.4K	0.23%	115
2020 Q4	$940K	Sell	5,164 -73	-1%	-$12.4K	0.19%	136
2020 Q3	$781K	Sell	5,237 -1,216	-19%	-$171K	0.18%	147
2020 Q2	$816K	Buy	6,453 +34	+0.5%	+$4.03K	0.2%	133
2020 Q1	$745K	Sell	6,419 -169	-3%	-$21.6K	0.23%	121
2019 Q4	$973K	Sell	6,588 -116	-2%	-$16.2K	0.22%	125
2019 Q3	$847K	Sell	6,704 -748	-10%	-$95K	0.21%	140
2019 Q2	$1.02M	Buy	7,452 +962	+15%	+$127K	0.22%	130
2019 Q1	$881K	Buy	+6,490	New	+$862K	0.19%	146
2018 Q1	–	Sell	-6,301	Closed	-$993K	–	272
2017 Q4	$993K	Buy	+6,301	New	+$874K	0.23%	131
2017 Q3	–	Sell	-6,126	Closed	-$661K	–	267
2017 Q2	$661K	Buy	+6,126	New	+$622K	0.18%	181

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Institute for Wealth Management's CAT Position: Q2 2026 in Review

Institute for Wealth Management reduced its Caterpillar (CAT) stake by 14% in Q2 2026, selling an estimated $529K and leaving 3,838 shares worth $4.09M. The position accounts for 0.36% of the portfolio, ranked #55.

Institute for Wealth Management first reported a position in CAT in Q2 2017 and has held it in 32 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Institute for Wealth Management held 3,838 shares of Caterpillar worth $4.09M as of Q2 2026.
Institute for Wealth Management sold 602 Caterpillar shares in Q2 2026, an estimated $529K.
Caterpillar made up 0.36% of Institute for Wealth Management's portfolio in Q2 2026, its #55 holding.
Institute for Wealth Management first reported a position in Caterpillar in Q2 2017 and has held it in 32 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.