Private Wealth Asset Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Private Wealth Asset Management's CAT Position: Q2 2026 in Review
Private Wealth Asset Management reduced its Caterpillar (CAT) stake by 1% in Q2 2026, selling an estimated $127K and leaving 13,783 shares worth $14.7M. The position accounts for 1.41% of the portfolio, ranked #12.
Private Wealth Asset Management first reported a position in CAT in Q1 2025 and has held it in 6 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Private Wealth Asset Management held 13,783 shares of Caterpillar worth $14.7M as of Q2 2026.
- Private Wealth Asset Management sold 145 Caterpillar shares in Q2 2026, an estimated $127K.
- Caterpillar made up 1.41% of Private Wealth Asset Management's portfolio in Q2 2026, its #12 holding.
- Private Wealth Asset Management first reported a position in Caterpillar in Q1 2025 and has held it in 6 quarters since.
- 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.