IW
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Instrumental Wealth’s Caterpillar CAT Stock Holding History

Instrumental 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 		$307K Buy
288
+2
+0.7% +$1.76K 0.16% 60
2026
Q1 		$203K Buy
286
+10
+4% +$6.93K 0.12% 69
2025
Q4 		$208K Buy
+276
New +$153K 0.12% 67

Other funds holding CAT

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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Instrumental Wealth's CAT Position: Q2 2026 in Review

Instrumental Wealth increased its Caterpillar (CAT) stake by 0.7% in Q2 2026, buying an estimated $1.76K and bringing the position to 288 shares worth $307K. The position accounts for 0.16% of the portfolio, ranked #60.

Instrumental Wealth first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 1,695 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Instrumental Wealth held 288 shares of Caterpillar worth $307K as of Q2 2026.
  • Instrumental Wealth bought 2 Caterpillar shares in Q2 2026, an estimated $1.76K.
  • Caterpillar made up 0.16% of Instrumental Wealth's portfolio in Q2 2026, its #60 holding.
  • Instrumental Wealth first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 1,695 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.