Olistico Wealth’s Caterpillar CAT Stock Holding History

Olistico 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	$2.07M	Hold	1,942	–	–	0.88%	26
2026 Q1	$1.38M	Buy	1,942 +35	+2%	+$24.2K	0.68%	35
2025 Q4	$1.09M	Hold	1,907	–	–	0.53%	41
2025 Q3	$910K	Sell	1,907 -328	-15%	-$140K	0.48%	42
2025 Q2	$868K	Buy	2,235 +705	+46%	+$235K	0.48%	42
2025 Q1	$505K	Hold	1,530	–	–	0.31%	60
2024 Q4	$555K	Hold	1,530	–	–	0.32%	55
2024 Q3	$598K	Hold	1,530	–	–	0.37%	55
2024 Q2	$510K	Buy	1,530 +100	+7%	+$34.7K	0.33%	62
2024 Q1	$524K	Sell	1,430 -700	-33%	-$224K	0.38%	58
2023 Q4	$630K	Buy	2,130 +70	+3%	+$18.2K	0.49%	44
2023 Q3	$562K	Sell	2,060 -300	-13%	-$81.4K	0.5%	52
2023 Q2	$581K	Buy	2,360 +500	+27%	+$111K	0.5%	52
2023 Q1	$426K	Buy	1,860 +130	+8%	+$31.4K	0.41%	63
2022 Q4	$414K	Buy	+1,730	New	+$377K	0.45%	62

Other funds holding CAT

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

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

COPPSERS

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Olistico Wealth's CAT Position: Q2 2026 in Review

Olistico Wealth held its Caterpillar (CAT) position steady in Q2 2026 at 1,942 shares worth $2.07M. The position accounts for 0.88% of the portfolio, ranked #26.

Olistico Wealth first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Olistico Wealth held 1,942 shares of Caterpillar worth $2.07M as of Q2 2026.
Olistico Wealth left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.88% of Olistico Wealth's portfolio in Q2 2026, its #26 holding.
Olistico Wealth first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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