Capstone Wealth Management Group, Inc.’s Caterpillar CAT Stock Holding History

Capstone Wealth Management Group, Inc.’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	$784K	Buy	+736	New	+$647K	0.47%	51

Other funds holding CAT

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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Capstone Wealth Management Group, Inc.'s CAT Position: Q2 2026 in Review

Capstone Wealth Management Group, Inc. opened a new position in Caterpillar (CAT) in Q2 2026: 736 shares worth $784K. The stake represents 0.47% of the portfolio and ranks #51 among its holdings.

1,673 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Capstone Wealth Management Group, Inc. held 736 shares of Caterpillar worth $784K as of Q2 2026.
Caterpillar was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
Caterpillar made up 0.47% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #51 holding.
1,673 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Capstone Wealth Management Group, Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.