Northwest Wealth Management’s Caterpillar CAT Stock Holding History

Northwest 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	$452K	Hold	425	–	–	0.06%	144
2026 Q1	$301K	Buy	425 +9	+2%	+$6.23K	0.05%	184
2025 Q4	$239K	Buy	+416	New	+$231K	0.04%	217
2019 Q4	–	Sell	-2,086	Closed	-$264K	–	101
2019 Q3	$264K	Buy	2,086 +4	+0.2%	+$508	0.22%	100
2019 Q2	$284K	Sell	2,082 -52	-2%	-$6.87K	0.23%	91
2019 Q1	$289K	Buy	2,134 +9	+0.4%	+$1.2K	0.22%	89
2018 Q4	$270K	Sell	2,125 -46	-2%	-$5.99K	0.23%	84
2018 Q3	$331K	Buy	2,171 +3	+0.1%	+$424	0.25%	79
2018 Q2	$294K	Buy	2,168 +3	+0.1%	+$448	0.22%	85
2018 Q1	$319K	Buy	2,165 +361	+20%	+$57K	0.24%	79
2017 Q4	$284K	Buy	1,804 +4	+0.2%	+$555	0.23%	75
2017 Q3	$225K	Sell	1,800 -279	-13%	-$32.1K	0.31%	61
2017 Q2	$223K	Buy	+2,079	New	+$211K	0.2%	90

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Northwest Wealth Management held its Caterpillar (CAT) position steady in Q2 2026 at 425 shares worth $452K. The position accounts for 0.06% of the portfolio, ranked #144.

Northwest Wealth Management first reported a position in CAT in Q2 2017 and has held it in 13 quarters since. 1,785 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Northwest Wealth Management held 425 shares of Caterpillar worth $452K as of Q2 2026.
Northwest Wealth Management left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.06% of Northwest Wealth Management's portfolio in Q2 2026, its #144 holding.
Northwest Wealth Management first reported a position in Caterpillar in Q2 2017 and has held it in 13 quarters since.
1,785 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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