Paragon Private Wealth Management’s Caterpillar CAT Stock Holding History

Paragon Private 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	$1.24M	Buy	1,163 +25	+2%	+$22K	0.32%	80
2026 Q1	$807K	Buy	1,138 +147	+15%	+$102K	0.25%	110
2025 Q4	$568K	Buy	991 +88	+10%	+$48.9K	0.17%	130
2025 Q3	$431K	Buy	903 +163	+22%	+$69.6K	0.14%	154
2025 Q2	$287K	Buy	740 +128	+21%	+$42.7K	0.11%	165
2025 Q1	$202K	Buy	+612	New	+$218K	0.09%	179

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Paragon Private Wealth Management's CAT Position: Q2 2026 in Review

Paragon Private Wealth Management increased its Caterpillar (CAT) stake by 2.2% in Q2 2026, buying an estimated $22K and bringing the position to 1,163 shares worth $1.24M. The position accounts for 0.32% of the portfolio, ranked #80.

Paragon Private Wealth Management first reported a position in CAT in Q1 2025 and has held it in 6 quarters since. 1,960 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Paragon Private Wealth Management held 1,163 shares of Caterpillar worth $1.24M as of Q2 2026.
Paragon Private Wealth Management bought 25 Caterpillar shares in Q2 2026, an estimated $22K.
Caterpillar made up 0.32% of Paragon Private Wealth Management's portfolio in Q2 2026, its #80 holding.
Paragon Private Wealth Management first reported a position in Caterpillar in Q1 2025 and has held it in 6 quarters since.
1,960 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.