PWM
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Proathlete Wealth Management’s Caterpillar CAT Stock Holding History

Proathlete Wealth Management’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 		$200K Hold
188
– – 0.05% 71
2026
Q1 		$133K Hold
188
– – 0.04% 79
2025
Q4 		$108K Hold
188
– – 0.03% 94
2025
Q3 		$89.8K Sell
188
-4
-2% -$1.71K 0.03% 98
2025
Q2 		$74.6K Buy
192
+4
+2% +$1.33K 0.02% 104
2025
Q1 		$62K Buy
+188
New +$67K 0.02% 111

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
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
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Proathlete Wealth Management's CAT Position: Q2 2026 in Review

Proathlete Wealth Management held its Caterpillar (CAT) position steady in Q2 2026 at 188 shares worth $200K. The position accounts for 0.05% of the portfolio, ranked #71.

Proathlete Wealth Management first reported a position in CAT in Q1 2025 and has held it in 6 quarters since. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Proathlete Wealth Management held 188 shares of Caterpillar worth $200K as of Q2 2026.
  • Proathlete Wealth Management left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.05% of Proathlete Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Proathlete Wealth Management first reported a position in Caterpillar in Q1 2025 and has held it in 6 quarters since.
  • 1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Proathlete Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.