Private Wealth Group’s Caterpillar CAT Stock Holding History

Private Wealth Group’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	$310K	Buy	291 +2	+0.7%	+$1.76K	0.12%	62
2026 Q1	$205K	Buy	+289	New	+$200K	0.1%	69

Other funds holding CAT

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Private Wealth Group's CAT Position: Q2 2026 in Review

Private Wealth Group increased its Caterpillar (CAT) stake by 0.69% in Q2 2026, buying an estimated $1.76K and bringing the position to 291 shares worth $310K. The position accounts for 0.12% of the portfolio, ranked #62.

Private Wealth Group first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 1,773 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Private Wealth Group held 291 shares of Caterpillar worth $310K as of Q2 2026.
Private Wealth Group bought 2 Caterpillar shares in Q2 2026, an estimated $1.76K.
Caterpillar made up 0.12% of Private Wealth Group's portfolio in Q2 2026, its #62 holding.
Private Wealth Group first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
1,773 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.