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Meriwether Wealth & Planning’s Caterpillar CAT Stock Holding History

Meriwether Wealth & Planning’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 		$2.11M Hold
1,986
– – 1.05% 19
2026
Q1 		$1.41M Sell
1,986
-2
-0.1% -$1.39K 0.77% 25
2025
Q4 		$1.14M Buy
1,988
+267
+16% +$148K 0.64% 27
2025
Q3 		$821K Sell
1,721
-94
-5% -$40.1K 0.48% 42
2025
Q2 		$705K Sell
1,815
-3
-0.2% -$1K 0.44% 44
2025
Q1 		$600K Buy
1,818
+6
+0.3% +$2.14K 0.39% 54
2024
Q4 		$657K Buy
+1,812
New +$703K 0.47% 47

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Meriwether Wealth & Planning's CAT Position: Q2 2026 in Review

Meriwether Wealth & Planning held its Caterpillar (CAT) position steady in Q2 2026 at 1,986 shares worth $2.11M. The position accounts for 1.05% of the portfolio, ranked #19.

Meriwether Wealth & Planning first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Meriwether Wealth & Planning held 1,986 shares of Caterpillar worth $2.11M as of Q2 2026.
  • Meriwether Wealth & Planning left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 1.05% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #19 holding.
  • Meriwether Wealth & Planning first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.