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McGlone Suttner Wealth Management’s Caterpillar CAT Stock Holding History

McGlone Suttner 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 		$3.72M Sell
3,495
-576
-14% -$506K 0.44% 26
2026
Q1 		$2.88M Sell
4,071
-248
-6% -$172K 0.38% 27
2025
Q4 		$2.47M Buy
4,319
+219
+5% +$122K 0.33% 32
2025
Q3 		$1.96M Buy
4,100
+77
+2% +$32.9K 0.27% 39
2025
Q2 		$1.56M Buy
4,023
+55
+1% +$18.3K 0.24% 45
2025
Q1 		$1.31M Buy
3,968
+341
+9% +$121K 0.21% 50
2024
Q4 		$1.32M Sell
3,627
-19
-0.5% -$7.37K 0.22% 49
2024
Q3 		$1.43M Buy
3,646
+464
+15% +$160K 0.3% 43
2024
Q2 		$941K Sell
3,182
-555
-15% -$192K 0.19% 57
2024
Q1 		$1.37M Buy
3,737
+555
+17% +$177K 0.26% 45
2023
Q4 		$941K Buy
3,182
+328
+11% +$85.1K 0.19% 57
2023
Q3 		$779K Buy
2,854
+139
+5% +$37.7K 0.18% 60
2023
Q2 		$668K Buy
2,715
+166
+7% +$37K 0.15% 67
2023
Q1 		$583K Buy
2,549
+82
+3% +$19.8K 0.15% 65
2022
Q4 		$591K Buy
+2,467
New +$537K 0.19% 61

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
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

McGlone Suttner Wealth Management's CAT Position: Q2 2026 in Review

McGlone Suttner Wealth Management reduced its Caterpillar (CAT) stake by 14% in Q2 2026, selling an estimated $506K and leaving 3,495 shares worth $3.72M. The position accounts for 0.44% of the portfolio, ranked #26.

McGlone Suttner Wealth Management first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 1,538 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • McGlone Suttner Wealth Management held 3,495 shares of Caterpillar worth $3.72M as of Q2 2026.
  • McGlone Suttner Wealth Management sold 576 Caterpillar shares in Q2 2026, an estimated $506K.
  • Caterpillar made up 0.44% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #26 holding.
  • McGlone Suttner Wealth Management first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 1,538 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.