KWB Wealth’s Caterpillar CAT Stock Holding History

KWB Wealth’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	$607K	Buy	570 +21	+4%	+$18.4K	0.05%	105
2026 Q1	$315K	Hold	549	–	–	0.03%	129
2025 Q4	$315K	Buy	549 +17	+3%	+$9.45K	0.03%	139
2025 Q3	$207K	Sell	532 -88	-14%	-$37.6K	0.02%	143
2025 Q2	$205K	Hold	620	–	–	0.02%	153
2025 Q1	$225K	Hold	620	–	–	0.03%	140
2024 Q4	$242K	Hold	620	–	–	0.03%	131
2024 Q3	$206K	Hold	620	–	–	0.03%	129
2024 Q2	$227K	Hold	620	–	–	0.03%	122
2024 Q1	$227K	Buy	+620	New	+$198K	0.03%	123

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

KWB Wealth's CAT Position: Q2 2026 in Review

KWB Wealth increased its Caterpillar (CAT) stake by 3.8% in Q2 2026, buying an estimated $18.4K and bringing the position to 570 shares worth $607K. The position accounts for 0.05% of the portfolio, ranked #105.

KWB Wealth first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 833 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

KWB Wealth held 570 shares of Caterpillar worth $607K as of Q2 2026.
KWB Wealth bought 21 Caterpillar shares in Q2 2026, an estimated $18.4K.
Caterpillar made up 0.05% of KWB Wealth's portfolio in Q2 2026, its #105 holding.
KWB Wealth first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
833 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.