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Premier Path Wealth Partners’s Caterpillar CAT Stock Holding History

Premier Path 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 		$4.38M Buy
4,115
+329
+9% +$289K 0.5% 46
2026
Q1 		$2.68M Buy
3,786
+454
+14% +$314K 0.35% 64
2025
Q4 		$1.91M Buy
3,332
+217
+7% +$121K 0.25% 88
2025
Q3 		$1.49M Buy
3,115
+200
+7% +$85.4K 0.19% 115
2025
Q2 		$1.13M Buy
2,915
+16
+0.6% +$5.33K 0.16% 157
2025
Q1 		$956K Sell
2,899
-353
-11% -$126K 0.15% 165
2024
Q4 		$1.18M Buy
3,252
+492
+18% +$191K 0.18% 136
2024
Q3 		$1.08M Buy
2,760
+274
+11% +$94.6K 0.17% 149
2024
Q2 		$828K Buy
2,486
+74
+3% +$25.7K 0.14% 161
2024
Q1 		$884K Buy
2,412
+341
+16% +$109K 0.17% 147
2023
Q4 		$612K Buy
+2,071
New +$537K 0.14% 166

Other funds holding CAT

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Premier Path Wealth Partners's CAT Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Caterpillar (CAT) stake by 8.7% in Q2 2026, buying an estimated $289K and bringing the position to 4,115 shares worth $4.38M. The position accounts for 0.5% of the portfolio, ranked #46.

Premier Path Wealth Partners first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 1,734 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Premier Path Wealth Partners held 4,115 shares of Caterpillar worth $4.38M as of Q2 2026.
  • Premier Path Wealth Partners bought 329 Caterpillar shares in Q2 2026, an estimated $289K.
  • Caterpillar made up 0.5% of Premier Path Wealth Partners's portfolio in Q2 2026, its #46 holding.
  • Premier Path Wealth Partners first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 1,734 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.