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Peterson Wealth Services’s Caterpillar CAT Stock Holding History

Peterson Wealth Services’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 		$34.1K Hold
32
– – 0.01% 171
2026
Q1 		$22.7K Hold
32
– – 0.01% 175
2025
Q4 		$18.3K Sell
32
-16,110
-100% -$8.95M ﹤0.01% 169
2025
Q3 		$15.3K Buy
16,142
+16,125
+94,853% +$6.88M ﹤0.01% 181
2025
Q2 		$6.6K Hold
17
– – ﹤0.01% 184
2025
Q1 		$5.61K Hold
17
– – ﹤0.01% 187
2024
Q4 		$6.17K Hold
17
– – ﹤0.01% 193
2024
Q3 		$6.65K Buy
+17
New +$5.87K ﹤0.01% 192

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
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
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Peterson Wealth Services's CAT Position: Q2 2026 in Review

Peterson Wealth Services held its Caterpillar (CAT) position steady in Q2 2026 at 32 shares worth $34.1K. The position accounts for 0.01% of the portfolio, ranked #171.

Peterson Wealth Services first reported a position in CAT in Q3 2024 and has held it in 8 quarters since. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Peterson Wealth Services held 32 shares of Caterpillar worth $34.1K as of Q2 2026.
  • Peterson Wealth Services left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.01% of Peterson Wealth Services's portfolio in Q2 2026, its #171 holding.
  • Peterson Wealth Services first reported a position in Caterpillar in Q3 2024 and has held it in 8 quarters since.
  • 1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.