Morey & Quinn Wealth Partners’s Caterpillar CAT Stock Holding History

Morey & Quinn Wealth Partners’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	$1.21M	Hold	1,133	–	–	0.78%	28
2026 Q1	$803K	Sell	1,133 -2	-0.2%	-$1.39K	0.57%	44
2025 Q4	$650K	Sell	1,135 -6	-0.5%	-$3.33K	0.47%	56
2025 Q3	$544K	Sell	1,141 -25	-2%	-$10.7K	0.4%	61
2025 Q2	$453K	Buy	1,166 +65	+6%	+$21.7K	0.36%	73
2025 Q1	$363K	Buy	1,101 +34	+3%	+$12.1K	0.3%	80
2024 Q4	$387K	Buy	+1,067	New	+$414K	0.33%	76

Other funds holding CAT

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

SMDAM

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Morey & Quinn Wealth Partners's CAT Position: Q2 2026 in Review

Morey & Quinn Wealth Partners held its Caterpillar (CAT) position steady in Q2 2026 at 1,133 shares worth $1.21M. The position accounts for 0.78% of the portfolio, ranked #28.

Morey & Quinn Wealth Partners first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 1,506 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Morey & Quinn Wealth Partners held 1,133 shares of Caterpillar worth $1.21M as of Q2 2026.
Morey & Quinn Wealth Partners left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.78% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #28 holding.
Morey & Quinn Wealth Partners first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
1,506 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.