PWM
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Purus Wealth Management’s Caterpillar CAT Stock Holding History

Purus 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 		$3.22M Sell
3,027
-11
-0.4% -$9.66K 0.89% 25
2026
Q1 		$2.15M Buy
3,038
+20
+0.7% +$13.9K 0.69% 35
2025
Q4 		$1.73M Buy
3,018
+16
+0.5% +$8.89K 0.54% 46
2025
Q3 		$1.43M Sell
3,002
-37
-1% -$15.8K 0.46% 53
2025
Q2 		$1.18M Buy
3,039
+1,737
+133% +$579K 0.41% 51
2025
Q1 		$429K Buy
1,302
+218
+20% +$77.7K 0.18% 82
2024
Q4 		$393K Buy
1,084
+118
+12% +$45.8K 0.16% 82
2024
Q3 		$378K Sell
966
-29
-3% -$10K 0.16% 81
2024
Q2 		$331K Sell
995
-34
-3% -$11.8K 0.15% 83
2024
Q1 		$377K Sell
1,029
-43
-4% -$13.7K 0.19% 73
2023
Q4 		$317K Sell
1,072
-44
-4% -$11.4K 0.18% 89
2023
Q3 		$305K Buy
1,116
+11
+1% +$2.98K 0.21% 84
2023
Q2 		$272K Buy
1,105
+36
+3% +$8.03K 0.18% 97
2023
Q1 		$245K Buy
1,069
+130
+14% +$31.4K 0.19% 102
2022
Q4 		$225K Buy
+939
New +$204K 0.2% 98

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

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

Purus Wealth Management reduced its Caterpillar (CAT) stake by 0.36% in Q2 2026, selling an estimated $9.66K and leaving 3,027 shares worth $3.22M. The position accounts for 0.89% of the portfolio, ranked #25.

Purus Wealth Management first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Purus Wealth Management held 3,027 shares of Caterpillar worth $3.22M as of Q2 2026.
  • Purus Wealth Management sold 11 Caterpillar shares in Q2 2026, an estimated $9.66K.
  • Caterpillar made up 0.89% of Purus Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Purus Wealth Management first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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