QWM
CAT icon

Quaker Wealth Management’s Caterpillar CAT Stock Holding History

Quaker 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
2025
Q2 		– Sell
-658
Closed -$217K – 994
2025
Q1 		$217K Buy
+658
New +$234K 0.08% 61

Other funds holding CAT

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
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
Retirement Systems of Alabama
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

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

Quaker Wealth Management increased its Caterpillar (CAT) stake by 0.28% in Q2 2026, buying an estimated $878 and bringing the position to 362 shares worth $385K. The position accounts for 0.11% of the portfolio, ranked #44.

Quaker Wealth Management first reported a position in CAT in Q3 2024 and has held it in 6 quarters since. 1,773 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Quaker Wealth Management held 362 shares of Caterpillar worth $385K as of Q2 2026.
  • Quaker Wealth Management bought 1 Caterpillar share in Q2 2026, an estimated $878.
  • Caterpillar made up 0.11% of Quaker Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Quaker Wealth Management first reported a position in Caterpillar in Q3 2024 and has held it in 6 quarters since.
  • 1,773 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.