Ledgewood Wealth Advisors’s Caterpillar CAT Stock Holding History

Ledgewood 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	$1.08M	Hold	1,017	–	–	0.58%	29
2026 Q1	$721K	Hold	1,017	–	–	0.41%	35
2025 Q4	$583K	Hold	1,017	–	–	0.34%	42
2025 Q3	$485K	Hold	1,017	–	–	0.29%	47
2025 Q2	$395K	Hold	1,017	–	–	0.25%	48
2025 Q1	$335K	Hold	1,017	–	–	0.22%	52
2024 Q4	$369K	Hold	1,017	–	–	0.24%	53
2024 Q3	$398K	Buy	1,017 +17	+2%	+$5.87K	0.27%	49
2024 Q2	$333K	Hold	1,000	–	–	0.29%	44
2024 Q1	$366K	Hold	1,000	–	–	0.34%	42
2023 Q4	$296K	Buy	+1,000	New	+$259K	0.27%	47

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

ORIO

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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Ledgewood Wealth Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 1,017 shares worth $1.08M. The position accounts for 0.58% of the portfolio, ranked #29.

Ledgewood Wealth Advisors first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Ledgewood Wealth Advisors held 1,017 shares of Caterpillar worth $1.08M as of Q2 2026.
Ledgewood Wealth Advisors left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.58% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #29 holding.
Ledgewood Wealth Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.