Omnia Family Wealth’s Caterpillar CAT Stock Holding History

Omnia Family 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	$672K	Sell	631 -5	-0.8%	-$4.39K	0.18%	36
2026 Q1	$451K	Sell	636 -230	-27%	-$159K	0.14%	46
2025 Q4	$496K	Buy	866 +8	+0.9%	+$4.45K	0.15%	48
2025 Q3	$409K	Buy	858 +8	+0.9%	+$3.42K	0.13%	54
2025 Q2	$330K	Buy	850 +84	+11%	+$28K	0.12%	64
2025 Q1	$253K	Buy	766 +84	+12%	+$29.9K	0.11%	71
2024 Q4	$247K	Buy	682 +20	+3%	+$7.76K	0.1%	66
2024 Q3	$259K	Buy	+662	New	+$229K	0.11%	68
2024 Q2	–	Sell	-572	Closed	-$210K	–	79
2024 Q1	$210K	Buy	+572	New	+$183K	0.1%	72
2019 Q2	–	Sell	-924	Closed	-$125K	–	168
2019 Q1	$125K	Hold	924	–	–	0.06%	114
2018 Q4	$117K	Buy	924 +400	+76%	+$52K	0.06%	113
2018 Q3	$80K	Hold	524	–	–	0.04%	126
2018 Q2	$71K	Hold	524	–	–	0.03%	136
2018 Q1	$77K	Hold	524	–	–	0.04%	127
2017 Q4	$83K	Sell	524 -81	-13%	-$11.2K	0.04%	125
2017 Q3	$75K	Hold	605	–	–	0.04%	130
2017 Q2	$65K	Sell	605 -76	-11%	-$7.72K	0.03%	139
2017 Q1	$63K	Sell	681 -250	-27%	-$23.7K	0.03%	141
2016 Q4	$86K	Buy	+931	New	+$84.4K	0.04%	130

Other funds holding CAT

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

ATO

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

Omnia Family Wealth's CAT Position: Q2 2026 in Review

Omnia Family Wealth reduced its Caterpillar (CAT) stake by 0.79% in Q2 2026, selling an estimated $4.39K and leaving 631 shares worth $672K. The position accounts for 0.18% of the portfolio, ranked #36.

Omnia Family Wealth first reported a position in CAT in Q4 2016 and has held it in 19 quarters since. 1,772 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Omnia Family Wealth held 631 shares of Caterpillar worth $672K as of Q2 2026.
Omnia Family Wealth sold 5 Caterpillar shares in Q2 2026, an estimated $4.39K.
Caterpillar made up 0.18% of Omnia Family Wealth's portfolio in Q2 2026, its #36 holding.
Omnia Family Wealth first reported a position in Caterpillar in Q4 2016 and has held it in 19 quarters since.
1,772 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Omnia Family Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.