NRW
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Nova R Wealth’s Caterpillar CAT Stock Holding History

Nova R Wealth’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 		$621K Sell
583
-13
-2% -$11.4K 0.18% 54
2026
Q1 		$422K Buy
596
+13
+2% +$9K 0.13% 63
2025
Q4 		$334K Buy
+583
New +$324K 0.12% 68
2025
Q3 		– Sell
-583
Closed -$226K – 83
2025
Q2 		$226K Buy
+583
New +$194K 0.11% 76
2025
Q1 		– Sell
-582
Closed -$211K – 78
2024
Q4 		$211K Hold
582
– – 0.11% 79
2024
Q3 		$228K Buy
+582
New +$201K 0.11% 76
2024
Q2 		– Sell
-588
Closed -$215K – 83
2024
Q1 		$215K Buy
+588
New +$188K 0.11% 77

Other funds holding CAT

SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Nova R Wealth's CAT Position: Q2 2026 in Review

Nova R Wealth reduced its Caterpillar (CAT) stake by 2.2% in Q2 2026, selling an estimated $11.4K and leaving 583 shares worth $621K. The position accounts for 0.18% of the portfolio, ranked #54.

Nova R Wealth first reported a position in CAT in Q1 2024 and has held it in 7 quarters since. 1,072 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Nova R Wealth held 583 shares of Caterpillar worth $621K as of Q2 2026.
  • Nova R Wealth sold 13 Caterpillar shares in Q2 2026, an estimated $11.4K.
  • Caterpillar made up 0.18% of Nova R Wealth's portfolio in Q2 2026, its #54 holding.
  • Nova R Wealth first reported a position in Caterpillar in Q1 2024 and has held it in 7 quarters since.
  • 1,072 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Nova R Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.