Motive Wealth Advisors’s Caterpillar CAT Stock Holding History

Motive 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	$594K	Sell	558 -15	-3%	-$13.2K	0.24%	46
2026 Q1	$406K	Buy	573 +3	+0.5%	+$2.08K	0.19%	51
2025 Q4	$327K	Sell	570 -1	-0.2%	-$556	0.14%	62
2025 Q3	$272K	Sell	571 -6	-1%	-$2.56K	0.12%	69
2025 Q2	$224K	Buy	+577	New	+$192K	0.1%	78
2025 Q1	–	Sell	-568	Closed	-$206K	–	75
2024 Q4	$206K	Buy	+568	New	+$220K	0.11%	74

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

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Motive Wealth Advisors's CAT Position: Q2 2026 in Review

Motive Wealth Advisors reduced its Caterpillar (CAT) stake by 2.6% in Q2 2026, selling an estimated $13.2K and leaving 558 shares worth $594K. The position accounts for 0.24% of the portfolio, ranked #46.

Motive Wealth Advisors first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 993 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Motive Wealth Advisors held 558 shares of Caterpillar worth $594K as of Q2 2026.
Motive Wealth Advisors sold 15 Caterpillar shares in Q2 2026, an estimated $13.2K.
Caterpillar made up 0.24% of Motive Wealth Advisors's portfolio in Q2 2026, its #46 holding.
Motive Wealth Advisors first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
993 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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