Physician Wealth Advisors’s Caterpillar CAT Stock Holding History

Physician Wealth 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	$1.03M	Buy	964 +55	+6%	+$48.3K	0.12%	78
2026 Q1	$644K	Buy	909 +52	+6%	+$36K	0.09%	90
2025 Q4	$491K	Buy	857 +31	+4%	+$17.2K	0.07%	103
2025 Q3	$394K	Buy	826 +93	+13%	+$39.7K	0.06%	121
2025 Q2	$285K	Buy	733 +41	+6%	+$13.7K	0.04%	142
2025 Q1	$228K	Buy	692 +9	+1%	+$3.21K	0.04%	161
2024 Q4	$248K	Hold	683	–	–	0.04%	157
2024 Q3	$265K	Buy	683 +3	+0.4%	+$1.04K	0.05%	151
2024 Q2	$245K	Hold	680	–	–	0.05%	147
2024 Q1	$245K	Buy	+680	New	+$217K	0.05%	141

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Physician Wealth Advisors's CAT Position: Q2 2026 in Review

Physician Wealth Advisors increased its Caterpillar (CAT) stake by 6.1% in Q2 2026, buying an estimated $48.3K and bringing the position to 964 shares worth $1.03M. The position accounts for 0.12% of the portfolio, ranked #78.

Physician Wealth Advisors first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Physician Wealth Advisors held 964 shares of Caterpillar worth $1.03M as of Q2 2026.
Physician Wealth Advisors bought 55 Caterpillar shares in Q2 2026, an estimated $48.3K.
Caterpillar made up 0.12% of Physician Wealth Advisors's portfolio in Q2 2026, its #78 holding.
Physician Wealth Advisors first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.