Lee-Kelleher Wealth Management’s Caterpillar CAT Stock Holding History

Lee-Kelleher Wealth Management’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	$223K	Buy	+209	New	+$184K	0.12%	44

Other funds holding CAT

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

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

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

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Lee-Kelleher Wealth Management's CAT Position: Q2 2026 in Review

Lee-Kelleher Wealth Management opened a new position in Caterpillar (CAT) in Q2 2026: 209 shares worth $223K. The stake represents 0.12% of the portfolio and ranks #44 among its holdings.

1,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Lee-Kelleher Wealth Management held 209 shares of Caterpillar worth $223K as of Q2 2026.
Caterpillar was a new Lee-Kelleher Wealth Management position in Q2 2026.
Caterpillar made up 0.12% of Lee-Kelleher Wealth Management's portfolio in Q2 2026, its #44 holding.
1,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.