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Invenio Wealth Partners’s Caterpillar CAT Stock Holding History

Invenio 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 		$443K Sell
416
-101
-20% -$88.7K 0.16% 61
2026
Q1 		$366K Buy
+517
New +$358K 0.15% 62

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

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

Invenio Wealth Partners reduced its Caterpillar (CAT) stake by 20% in Q2 2026, selling an estimated $88.7K and leaving 416 shares worth $443K. The position accounts for 0.16% of the portfolio, ranked #61.

Invenio Wealth Partners first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Invenio Wealth Partners held 416 shares of Caterpillar worth $443K as of Q2 2026.
  • Invenio Wealth Partners sold 101 Caterpillar shares in Q2 2026, an estimated $88.7K.
  • Caterpillar made up 0.16% of Invenio Wealth Partners's portfolio in Q2 2026, its #61 holding.
  • Invenio Wealth Partners first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
  • 1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Invenio Wealth Partners's 13F filing for Q2 2026, filed 30 Jul 2026.