Principia Wealth Advisory’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
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.