Principia Wealth Advisory’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$40.5K Buy
38
+4
+12% +$3.51K 0.02% 142
2026
Q1
$24.1K Buy
34
+6
+21% +$4.16K 0.01% 149
2025
Q4
$16K Buy
28
+3
+12% +$1.67K 0.01% 165
2025
Q3
$11.9K Buy
25
+3
+14% +$1.28K 0.01% 187
2025
Q2
$8.54K Buy
22
+7
+47% +$2.33K 0.01% 179
2025
Q1
$4.51K Buy
15
+2
+15% +$712 ﹤0.01% 190
2024
Q4
$4.72K Buy
+13
New +$5.04K ﹤0.01% 154

Other funds holding CAT

Principia Wealth Advisory's CAT Position: Q2 2026 in Review

Principia Wealth Advisory increased its Caterpillar (CAT) stake by 12% in Q2 2026, buying an estimated $3.51K and bringing the position to 38 shares worth $40.5K. The position accounts for 0.02% of the portfolio, ranked #142.

Principia Wealth Advisory first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Principia Wealth Advisory held 38 shares of Caterpillar worth $40.5K as of Q2 2026.
  • Principia Wealth Advisory bought 4 Caterpillar shares in Q2 2026, an estimated $3.51K.
  • Caterpillar made up 0.02% of Principia Wealth Advisory's portfolio in Q2 2026, its #142 holding.
  • Principia Wealth Advisory first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.