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Prasad Wealth Partners’s Caterpillar CAT Stock Holding History

Prasad Wealth Partners’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 		$465K Buy
437
+1
+0.2% +$878 0.11% 93
2026
Q1 		$309K Sell
436
-51
-10% -$35.3K 0.08% 107
2025
Q4 		$279K Buy
487
+1
+0.2% +$556 0.07% 109
2025
Q3 		$232K Buy
+486
New +$207K 0.06% 125
2025
Q1 		– Sell
-552
Closed -$200K – 118
2024
Q4 		$200K Buy
+552
New +$214K 0.06% 111

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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Prasad Wealth Partners increased its Caterpillar (CAT) stake by 0.23% in Q2 2026, buying an estimated $878 and bringing the position to 437 shares worth $465K. The position accounts for 0.11% of the portfolio, ranked #93.

Prasad Wealth Partners first reported a position in CAT in Q4 2024 and has held it in 5 quarters since. 1,785 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Prasad Wealth Partners held 437 shares of Caterpillar worth $465K as of Q2 2026.
  • Prasad Wealth Partners bought 1 Caterpillar share in Q2 2026, an estimated $878.
  • Caterpillar made up 0.11% of Prasad Wealth Partners's portfolio in Q2 2026, its #93 holding.
  • Prasad Wealth Partners first reported a position in Caterpillar in Q4 2024 and has held it in 5 quarters since.
  • 1,785 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Prasad Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.