Partners Wealth Management’s Caterpillar CAT Stock Holding History

Partners 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	$708K	Sell	665 -187	-22%	-$164K	0.69%	40
2026 Q1	$604K	Hold	852	–	–	0.62%	44
2025 Q4	$488K	Sell	852 -25	-3%	-$13.9K	0.51%	51
2025 Q3	$418K	Sell	877 -93	-10%	-$39.7K	0.41%	69
2025 Q2	$321K	Hold	970	–	–	0.37%	73
2025 Q1	$320K	Hold	970	–	–	0.36%	73
2024 Q4	$352K	Buy	+970	New	+$376K	0.4%	71

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Partners Wealth Management's CAT Position: Q2 2026 in Review

Partners Wealth Management reduced its Caterpillar (CAT) stake by 22% in Q2 2026, selling an estimated $164K and leaving 665 shares worth $708K. The position accounts for 0.69% of the portfolio, ranked #40.

Partners Wealth Management first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 1,239 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Partners Wealth Management held 665 shares of Caterpillar worth $708K as of Q2 2026.
Partners Wealth Management sold 187 Caterpillar shares in Q2 2026, an estimated $164K.
Caterpillar made up 0.69% of Partners Wealth Management's portfolio in Q2 2026, its #40 holding.
Partners Wealth Management first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
1,239 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.