Marshall & Sterling Wealth Advisors’s Caterpillar CAT Stock Holding History

Marshall & Sterling 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	$224K	Buy	211 +1	+0.5%	+$878	0.13%	92
2026 Q1	$149K	Hold	210	–	–	0.1%	103
2025 Q4	$120K	Sell	210 -8	-4%	-$4.45K	0.08%	104
2025 Q3	$104K	Buy	218 +1	+0.5%	+$427	0.07%	118
2025 Q2	$84.1K	Sell	217 -6	-3%	-$2K	0.06%	117
2025 Q1	$73.6K	Buy	223 +8	+4%	+$2.85K	0.05%	123
2024 Q4	$77.7K	Buy	+215	New	+$83.4K	0.05%	105

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

Marshall & Sterling Wealth Advisors's CAT Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Caterpillar (CAT) stake by 0.48% in Q2 2026, buying an estimated $878 and bringing the position to 211 shares worth $224K. The position accounts for 0.13% of the portfolio, ranked #92.

Marshall & Sterling Wealth Advisors first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 1,036 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Marshall & Sterling Wealth Advisors held 211 shares of Caterpillar worth $224K as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 1 Caterpillar share in Q2 2026, an estimated $878.
Caterpillar made up 0.13% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #92 holding.
Marshall & Sterling Wealth Advisors first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
1,036 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.