Landmark Wealth Management (New York)’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Landmark Wealth Management (New York)'s CAT Position: Q2 2026 in Review
Landmark Wealth Management (New York) reduced its Caterpillar (CAT) stake by 0.46% in Q2 2026, selling an estimated $4.39K and leaving 1,090 shares worth $1.16M. The position accounts for 0.28% of the portfolio, ranked #67.
Landmark Wealth Management (New York) first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Landmark Wealth Management (New York) held 1,090 shares of Caterpillar worth $1.16M as of Q2 2026.
- Landmark Wealth Management (New York) sold 5 Caterpillar shares in Q2 2026, an estimated $4.39K.
- Caterpillar made up 0.28% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #67 holding.
- Landmark Wealth Management (New York) first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
- 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.