Meritas Wealth Management’s Caterpillar CAT Stock Holding History

Meritas 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	$673K	Hold	632	–	–	0.26%	33
2026 Q1	$448K	Hold	632	–	–	0.2%	38
2025 Q4	$362K	Hold	632	–	–	0.17%	43
2025 Q3	$302K	Sell	632 -35	-5%	-$14.9K	0.15%	44
2025 Q2	$259K	Hold	667	–	–	0.14%	45
2025 Q1	$220K	Sell	667 -33	-5%	-$11.8K	0.13%	49
2024 Q4	$254K	Hold	700	–	–	0.15%	44
2024 Q3	$274K	Hold	700	–	–	0.17%	42
2024 Q2	$233K	Hold	700	–	–	0.16%	45
2024 Q1	$257K	Hold	700	–	–	0.18%	40
2023 Q4	$207K	Buy	+700	New	+$182K	0.16%	48

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Meritas Wealth Management's CAT Position: Q2 2026 in Review

Meritas Wealth Management held its Caterpillar (CAT) position steady in Q2 2026 at 632 shares worth $673K. The position accounts for 0.26% of the portfolio, ranked #33.

Meritas Wealth Management first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 1,994 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Meritas Wealth Management held 632 shares of Caterpillar worth $673K as of Q2 2026.
Meritas Wealth Management left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.26% of Meritas Wealth Management's portfolio in Q2 2026, its #33 holding.
Meritas Wealth Management first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
1,994 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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