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Regent Peak Wealth Advisors’s Caterpillar CAT Stock Holding History

Regent Peak Wealth Advisors’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 		$1.78M Buy
1,672
+18
+1% +$15.8K 0.33% 44
2026
Q1 		$1.17M Buy
1,654
+57
+4% +$39.5K 0.24% 51
2025
Q4 		$915K Buy
1,597
+39
+3% +$21.7K 0.18% 57
2025
Q3 		$743K Buy
+1,558
New +$665K 0.15% 60
2025
Q1 		$511K Sell
1,549
-21
-1% -$7.48K 0.12% 81
2024
Q4 		$570K Buy
1,570
+17
+1% +$6.59K 0.13% 74
2024
Q3 		$607K Sell
1,553
-22
-1% -$7.6K 0.14% 78
2024
Q2 		$525K Sell
1,575
-4
-0.3% -$1.39K 0.12% 84
2024
Q1 		$579K Buy
1,579
+11
+0.7% +$3.52K 0.15% 80
2023
Q4 		$464K Buy
1,568
+7
+0.4% +$1.82K 0.13% 84
2023
Q3 		$426K Buy
1,561
+43
+3% +$11.7K 0.13% 85
2023
Q2 		$374K Sell
1,518
-70
-4% -$15.6K 0.11% 92
2023
Q1 		$363K Sell
1,588
-56
-3% -$13.5K 0.11% 93
2022
Q4 		$394K Buy
1,644
+12
+0.7% +$2.61K 0.13% 94
2022
Q3 		$267K Sell
1,632
-36
-2% -$6.58K 0.09% 125
2022
Q2 		$298K Buy
1,668
+24
+1% +$5.06K 0.1% 119
2022
Q1 		$366K Buy
1,644
+57
+4% +$12K 0.11% 110
2021
Q4 		$328K Buy
1,587
+10
+0.6% +$2.01K 0.09% 121
2021
Q3 		$303K Sell
1,577
-7
-0.4% -$1.46K 0.09% 128
2021
Q2 		$327K Buy
1,584
+118
+8% +$27.3K 0.09% 119
2021
Q1 		$339K Buy
1,466
+55
+4% +$11.4K 0.11% 108
2020
Q4 		$257K Buy
1,411
+40
+3% +$6.78K 0.09% 119
2020
Q3 		$204K Buy
+1,371
New +$193K 0.09% 124

Other funds holding CAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Regent Peak Wealth Advisors's CAT Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Caterpillar (CAT) stake by 1.1% in Q2 2026, buying an estimated $15.8K and bringing the position to 1,672 shares worth $1.78M. The position accounts for 0.33% of the portfolio, ranked #44.

Regent Peak Wealth Advisors first reported a position in CAT in Q3 2020 and has held it in 23 quarters since. 837 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Regent Peak Wealth Advisors held 1,672 shares of Caterpillar worth $1.78M as of Q2 2026.
  • Regent Peak Wealth Advisors bought 18 Caterpillar shares in Q2 2026, an estimated $15.8K.
  • Caterpillar made up 0.33% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • Regent Peak Wealth Advisors first reported a position in Caterpillar in Q3 2020 and has held it in 23 quarters since.
  • 837 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.