PA
CAT icon

PFW Advisors’s Caterpillar CAT Stock Holding History

PFW Advisors’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 		$354K Buy
332
+13
+4% +$11.4K 0.1% 101
2026
Q1 		$226K Buy
+319
New +$221K 0.07% 112

Other funds holding CAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 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

PFW Advisors's CAT Position: Q2 2026 in Review

PFW Advisors increased its Caterpillar (CAT) stake by 4.1% in Q2 2026, buying an estimated $11.4K and bringing the position to 332 shares worth $354K. The position accounts for 0.1% of the portfolio, ranked #101.

PFW Advisors first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 898 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • PFW Advisors held 332 shares of Caterpillar worth $354K as of Q2 2026.
  • PFW Advisors bought 13 Caterpillar shares in Q2 2026, an estimated $11.4K.
  • Caterpillar made up 0.1% of PFW Advisors's portfolio in Q2 2026, its #101 holding.
  • PFW Advisors first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
  • 898 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.