Silvia McColl Wealth Management’s Caterpillar CAT Stock Holding History

Silvia McColl 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	$1.73M	Hold	1,622	–	–	1.04%	29
2026 Q1	$1.15M	Hold	1,622	–	–	0.76%	35
2025 Q4	$929K	Sell	1,622 -75	-4%	-$41.7K	0.62%	40
2025 Q3	$810K	Sell	1,697 -20	-1%	-$8.54K	0.55%	42
2025 Q2	$667K	Sell	1,717 -35	-2%	-$11.7K	0.48%	50
2025 Q1	$578K	Buy	1,752 +36	+2%	+$12.8K	0.44%	57
2024 Q4	$622K	Hold	1,716	–	–	0.47%	51
2024 Q3	$671K	Hold	1,716	–	–	0.5%	46
2024 Q2	$572K	Sell	1,716 -106	-6%	-$36.8K	0.47%	47
2024 Q1	$678K	Buy	1,822 +118	+7%	+$37.7K	0.58%	41
2023 Q4	$504K	Hold	1,704	–	–	0.45%	51
2023 Q3	$465K	Hold	1,704	–	–	0.47%	51
2023 Q2	$419K	Hold	1,704	–	–	0.39%	60
2023 Q1	$390K	Hold	1,704	–	–	0.39%	64
2022 Q4	$408K	Buy	+1,704	New	+$371K	0.4%	62

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

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 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

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

Silvia McColl Wealth Management's CAT Position: Q2 2026 in Review

Silvia McColl Wealth Management held its Caterpillar (CAT) position steady in Q2 2026 at 1,622 shares worth $1.73M. The position accounts for 1.04% of the portfolio, ranked #29.

Silvia McColl Wealth Management first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 871 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Silvia McColl Wealth Management held 1,622 shares of Caterpillar worth $1.73M as of Q2 2026.
Silvia McColl Wealth Management left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 1.04% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #29 holding.
Silvia McColl Wealth Management first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
871 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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