Kerntke Otto McGlone Wealth Management Group’s Caterpillar CAT Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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	$647K	Sell	608 -4	-0.7%	-$3.51K	0.39%	47
2026 Q1	$433K	Sell	612 -5	-0.8%	-$3.46K	0.3%	53
2025 Q4	$354K	Sell	617 -68	-10%	-$37.8K	0.25%	56
2025 Q3	$327K	Sell	685 -2	-0.3%	-$854	0.25%	57
2025 Q2	$267K	Buy	687 +6	+0.9%	+$2K	0.21%	71
2025 Q1	$225K	Buy	681 +17	+3%	+$6.05K	0.2%	74
2024 Q4	$241K	Buy	664 +1	+0.2%	+$388	0.18%	73
2024 Q3	$259K	Sell	663 -9	-1%	-$3.11K	0.22%	67
2024 Q2	$224K	Buy	672 +1	+0.1%	+$347	0.21%	67
2024 Q1	$246K	Sell	671 -13	-2%	-$4.16K	0.24%	59
2023 Q4	$202K	Buy	+684	New	+$177K	0.2%	64
2021 Q3	–	Sell	-1,006	Closed	-$219K	–	52
2021 Q2	$219K	Buy	+1,006	New	+$232K	0.09%	119

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's CAT Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group reduced its Caterpillar (CAT) stake by 0.65% in Q2 2026, selling an estimated $3.51K and leaving 608 shares worth $647K. The position accounts for 0.39% of the portfolio, ranked #47.

Kerntke Otto McGlone Wealth Management Group first reported a position in CAT in Q2 2021 and has held it in 12 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Kerntke Otto McGlone Wealth Management Group held 608 shares of Caterpillar worth $647K as of Q2 2026.
Kerntke Otto McGlone Wealth Management Group sold 4 Caterpillar shares in Q2 2026, an estimated $3.51K.
Caterpillar made up 0.39% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #47 holding.
Kerntke Otto McGlone Wealth Management Group first reported a position in Caterpillar in Q2 2021 and has held it in 12 quarters since.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.