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Kingswood Wealth Advisors’s Caterpillar CAT Stock Holding History

Kingswood Wealth Advisors’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 		$27.3M Buy
25,613
+4,262
+20% +$3.74M 1.1% 13
2026
Q1 		$15.1M Sell
21,351
-1,189
-5% -$824K 0.72% 21
2025
Q4 		$12.9M Buy
22,540
+338
+2% +$188K 0.62% 26
2025
Q3 		$10.6M Buy
22,202
+2,487
+13% +$1.06M 0.64% 24
2025
Q2 		$7.65M Sell
19,715
-565
-3% -$188K 0.6% 23
2025
Q1 		$6.69M Sell
20,280
-2,626
-11% -$935K 0.61% 24
2024
Q4 		$8.31M Sell
22,906
-433
-2% -$168K 0.62% 21
2024
Q3 		$9.13M Buy
23,339
+3,621
+18% +$1.25M 0.65% 23
2024
Q2 		$6.57M Buy
19,718
+6,265
+47% +$2.17M 0.59% 23
2024
Q1 		$4.93M Sell
13,453
-5,192
-28% -$1.66M 0.57% 25
2023
Q4 		$5.51M Buy
18,645
+4,293
+30% +$1.11M 0.62% 25
2023
Q3 		$5.41M Sell
14,352
-789
-5% -$214K 0.92% 15
2023
Q2 		$3.73M Buy
+15,141
New +$3.38M 1.19% 16

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

Kingswood Wealth Advisors's CAT Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Caterpillar (CAT) stake by 20% in Q2 2026, buying an estimated $3.74M and bringing the position to 25,613 shares worth $27.3M. The position accounts for 1.1% of the portfolio, ranked #13.

Kingswood Wealth Advisors first reported a position in CAT in Q2 2023 and has held it in 13 quarters since. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Kingswood Wealth Advisors held 25,613 shares of Caterpillar worth $27.3M as of Q2 2026.
  • Kingswood Wealth Advisors bought 4,262 Caterpillar shares in Q2 2026, an estimated $3.74M.
  • Caterpillar made up 1.1% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • Kingswood Wealth Advisors first reported a position in Caterpillar in Q2 2023 and has held it in 13 quarters since.
  • 1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.