Salvus Wealth Management’s Caterpillar CAT Stock Holding History

Salvus 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	$229K	Sell	215 -100	-32%	-$87.8K	0.13%	117
2026 Q1	$223K	Buy	+315	New	+$218K	0.13%	116

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 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

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Salvus Wealth Management reduced its Caterpillar (CAT) stake by 32% in Q2 2026, selling an estimated $87.8K and leaving 215 shares worth $229K. The position accounts for 0.13% of the portfolio, ranked #117.

Salvus Wealth Management first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Salvus Wealth Management held 215 shares of Caterpillar worth $229K as of Q2 2026.
Salvus Wealth Management sold 100 Caterpillar shares in Q2 2026, an estimated $87.8K.
Caterpillar made up 0.13% of Salvus Wealth Management's portfolio in Q2 2026, its #117 holding.
Salvus Wealth Management first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Salvus Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.