Kaydan Wealth Management’s Caterpillar CAT Stock Holding History

Kaydan 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	$1.76M	Buy	1,650 +7	+0.4%	+$6.15K	0.54%	28
2026 Q1	$1.16M	Hold	1,643	–	–	0.39%	37
2025 Q4	$941K	Hold	1,643	–	–	0.27%	43
2025 Q3	$784K	Hold	1,643	–	–	0.22%	51
2025 Q2	$638K	Sell	1,643 -34	-2%	-$11.3K	0.21%	55
2025 Q1	$553K	Hold	1,677	–	–	0.18%	58
2024 Q4	$608K	Hold	1,677	–	–	0.2%	53
2024 Q3	$656K	Hold	1,677	–	–	0.19%	51
2024 Q2	$559K	Hold	1,677	–	–	0.2%	53
2024 Q1	$615K	Hold	1,677	–	–	0.21%	50
2023 Q4	$496K	Hold	1,677	–	–	0.2%	53
2023 Q3	$458K	Hold	1,677	–	–	0.18%	55
2023 Q2	$413K	Hold	1,677	–	–	0.17%	58
2023 Q1	$384K	Sell	1,677 -55	-3%	-$13.3K	0.16%	63
2022 Q4	$415K	Sell	1,732 -29	-2%	-$6.31K	0.17%	57
2022 Q3	$289K	Hold	1,761	–	–	0.16%	68
2022 Q2	$315K	Sell	1,761 -25	-1%	-$5.27K	0.18%	71
2022 Q1	$398K	Hold	1,786	–	–	0.18%	70
2021 Q4	$369K	Buy	+1,786	New	+$360K	0.14%	78

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

Kaydan Wealth Management's CAT Position: Q2 2026 in Review

Kaydan Wealth Management increased its Caterpillar (CAT) stake by 0.43% in Q2 2026, buying an estimated $6.15K and bringing the position to 1,650 shares worth $1.76M. The position accounts for 0.54% of the portfolio, ranked #28.

Kaydan Wealth Management first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Kaydan Wealth Management held 1,650 shares of Caterpillar worth $1.76M as of Q2 2026.
Kaydan Wealth Management bought 7 Caterpillar shares in Q2 2026, an estimated $6.15K.
Caterpillar made up 0.54% of Kaydan Wealth Management's portfolio in Q2 2026, its #28 holding.
Kaydan Wealth Management first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.