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Proactive Wealth Strategies’s Caterpillar CAT Stock Holding History

Proactive Wealth Strategies’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 		$1.56M Buy
1,464
+727
+99% +$639K 0.25% 91
2026
Q1 		$523K Buy
+737
New +$510K 0.1% 135

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Proactive Wealth Strategies's CAT Position: Q2 2026 in Review

Proactive Wealth Strategies increased its Caterpillar (CAT) stake by 99% in Q2 2026, buying an estimated $639K and bringing the position to 1,464 shares worth $1.56M. The position accounts for 0.25% of the portfolio, ranked #91.

Proactive Wealth Strategies first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 2,891 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Proactive Wealth Strategies held 1,464 shares of Caterpillar worth $1.56M as of Q2 2026.
  • Proactive Wealth Strategies bought 727 Caterpillar shares in Q2 2026, an estimated $639K.
  • Caterpillar made up 0.25% of Proactive Wealth Strategies's portfolio in Q2 2026, its #91 holding.
  • Proactive Wealth Strategies first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
  • 2,891 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.