Parisi Gray Wealth Management’s Caterpillar CAT Stock Holding History

Parisi Gray 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	$2.19M	Buy	2,052 +430	+27%	+$378K	0.45%	47
2026 Q1	$1.15M	Buy	1,622 +855	+111%	+$592K	0.27%	66
2025 Q4	$439K	Hold	767	–	–	0.1%	90
2025 Q3	$366K	Sell	767 -11	-1%	-$4.7K	0.1%	94
2025 Q2	$302K	Hold	778	–	–	0.09%	98
2025 Q1	$256K	Buy	778 +21	+3%	+$7.48K	0.08%	99
2024 Q4	$275K	Hold	757	–	–	0.09%	91
2024 Q3	$296K	Sell	757 -14	-2%	-$4.83K	0.1%	93
2024 Q2	$257K	Hold	771	–	–	0.09%	94
2024 Q1	$282K	Buy	+771	New	+$246K	0.11%	94
2021 Q3	–	Sell	-583	Closed	-$127K	–	196
2021 Q2	$127K	Buy	+583	New	+$135K	0.05%	170
2019 Q2	–	Sell	-566	Closed	-$77K	–	165
2019 Q1	$77K	Hold	566	–	–	0.05%	158
2018 Q4	$71K	Hold	566	–	–	0.05%	153
2018 Q3	$86K	Hold	566	–	–	0.05%	154
2018 Q2	$77K	Hold	566	–	–	0.05%	172
2018 Q1	$82K	Hold	566	–	–	0.06%	153
2017 Q4	$89K	Buy	+566	New	+$78.5K	0.07%	147

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

Parisi Gray Wealth Management's CAT Position: Q2 2026 in Review

Parisi Gray Wealth Management increased its Caterpillar (CAT) stake by 27% in Q2 2026, buying an estimated $378K and bringing the position to 2,052 shares worth $2.19M. The position accounts for 0.45% of the portfolio, ranked #47.

Parisi Gray Wealth Management first reported a position in CAT in Q4 2017 and has held it in 17 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Parisi Gray Wealth Management held 2,052 shares of Caterpillar worth $2.19M as of Q2 2026.
Parisi Gray Wealth Management bought 430 Caterpillar shares in Q2 2026, an estimated $378K.
Caterpillar made up 0.45% of Parisi Gray Wealth Management's portfolio in Q2 2026, its #47 holding.
Parisi Gray Wealth Management first reported a position in Caterpillar in Q4 2017 and has held it in 17 quarters since.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.