SWA
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Sax Wealth Advisors’s Caterpillar CAT Stock Holding History

Sax 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 		$3.09M Buy
4,364
+1,096
+34% +$963K 0.13% 116
2026
Q1 		$1.87M Sell
3,268
-252
-7% -$175K 0.09% 125
2025
Q4 		$2.02M Buy
3,520
+831
+31% +$462K 0.09% 120
2025
Q3 		$1.28M Buy
2,689
+72
+3% +$30.7K 0.07% 152
2025
Q2 		$1.02M Buy
2,617
+55
+2% +$18.3K 0.06% 174
2025
Q1 		$845K Buy
2,562
+356
+16% +$127K 0.06% 164
2024
Q4 		$800K Sell
2,206
-272
-11% -$105K 0.06% 142
2024
Q3 		$969K Sell
2,478
-60
-2% -$20.7K 0.09% 94
2024
Q2 		$845K Buy
2,538
+1,888
+290% +$655K 0.08% 100
2024
Q1 		$238K Buy
+650
New +$208K 0.03% 165

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 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

Sax Wealth Advisors's CAT Position: Q2 2026 in Review

Sax Wealth Advisors increased its Caterpillar (CAT) stake by 34% in Q2 2026, buying an estimated $963K and bringing the position to 4,364 shares worth $3.09M. The position accounts for 0.13% of the portfolio, ranked #116.

Sax Wealth Advisors first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 958 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Sax Wealth Advisors held 4,364 shares of Caterpillar worth $3.09M as of Q2 2026.
  • Sax Wealth Advisors bought 1,096 Caterpillar shares in Q2 2026, an estimated $963K.
  • Caterpillar made up 0.13% of Sax Wealth Advisors's portfolio in Q2 2026, its #116 holding.
  • Sax Wealth Advisors first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
  • 958 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.