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Petros Family Wealth’s Caterpillar CAT Stock Holding History

Petros 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 		$821K Sell
771
-2
-0.3% -$1.76K 0.5% 54
2026
Q1 		$548K Sell
773
-548
-41% -$380K 0.39% 58
2025
Q4 		$757K Sell
1,321
-160
-11% -$88.9K 0.5% 51
2025
Q3 		$707K Sell
1,481
-61
-4% -$26K 0.59% 47
2025
Q2 		$599K Buy
1,542
+145
+10% +$48.3K 0.55% 53
2025
Q1 		$461K Buy
1,397
+297
+27% +$106K 0.51% 60
2024
Q4 		$399K Buy
+1,100
New +$427K 0.43% 62

Other funds holding CAT

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
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Petros Family Wealth reduced its Caterpillar (CAT) stake by 0.26% in Q2 2026, selling an estimated $1.76K and leaving 771 shares worth $821K. The position accounts for 0.5% of the portfolio, ranked #54.

Petros Family Wealth first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 1,506 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Petros Family Wealth held 771 shares of Caterpillar worth $821K as of Q2 2026.
  • Petros Family Wealth sold 2 Caterpillar shares in Q2 2026, an estimated $1.76K.
  • Caterpillar made up 0.5% of Petros Family Wealth's portfolio in Q2 2026, its #54 holding.
  • Petros Family Wealth first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 1,506 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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