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Revisor Wealth Management’s Caterpillar CAT Stock Holding History

Revisor 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 		$1.72M Buy
1,612
+25
+2% +$22K 0.41% 55
2026
Q1 		$1.11M Sell
1,587
-154
-9% -$107K 0.31% 86
2025
Q4 		$1.1M Buy
1,741
+29
+2% +$16.1K 0.29% 84
2025
Q3 		$849K Sell
1,712
-199
-10% -$85K 0.29% 77
2025
Q2 		$777K Sell
1,911
-54
-3% -$18K 0.28% 78
2025
Q1 		$648K Buy
1,965
+1,099
+127% +$391K 0.29% 69
2024
Q4 		$313K Sell
866
-342
-28% -$133K 0.29% 68
2024
Q3 		$472K Sell
1,208
-19
-2% -$6.56K 0.3% 70
2024
Q2 		$409K Sell
1,227
-1,073
-47% -$372K 0.28% 78
2024
Q1 		$761K Buy
2,300
+1,277
+125% +$408K 0.34% 63
2023
Q4 		$302K Sell
1,023
-288
-22% -$74.7K 0.35% 70
2023
Q3 		$358K Buy
1,311
+43
+3% +$11.7K 0.3% 80
2023
Q2 		$312K Buy
1,268
+19
+2% +$4.24K 0.28% 99
2023
Q1 		$286K Buy
+1,249
New +$302K 0.26% 107

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

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

Revisor Wealth Management increased its Caterpillar (CAT) stake by 1.6% in Q2 2026, buying an estimated $22K and bringing the position to 1,612 shares worth $1.72M. The position accounts for 0.41% of the portfolio, ranked #55.

Revisor Wealth Management first reported a position in CAT in Q1 2023 and has held it in 14 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Revisor Wealth Management held 1,612 shares of Caterpillar worth $1.72M as of Q2 2026.
  • Revisor Wealth Management bought 25 Caterpillar shares in Q2 2026, an estimated $22K.
  • Caterpillar made up 0.41% of Revisor Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Revisor Wealth Management first reported a position in Caterpillar in Q1 2023 and has held it in 14 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.