Smallwood Wealth Investment Management’s Caterpillar CAT Stock Holding History

Smallwood Wealth Investment 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	$1.1M	Hold	1,028	–	–	0.48%	32
2026 Q1	$729K	Hold	1,028	–	–	0.38%	33
2025 Q4	$589K	Hold	1,028	–	–	0.31%	41
2025 Q3	$491K	Hold	1,028	–	–	0.25%	50
2025 Q2	$399K	Hold	1,028	–	–	0.23%	52
2025 Q1	$339K	Hold	1,028	–	–	0.21%	55
2024 Q4	$373K	Sell	1,028 -9	-0.9%	-$3.49K	0.25%	57
2024 Q3	$405K	Buy	1,037 +26	+3%	+$8.98K	0.29%	50
2024 Q2	$337K	Hold	1,011	–	–	0.26%	54
2024 Q1	$370K	Hold	1,011	–	–	0.29%	53
2023 Q4	$299K	Buy	1,011 +53	+6%	+$13.7K	0.25%	55
2023 Q3	$261K	Buy	958 +113	+13%	+$30.7K	0.24%	54
2023 Q2	$208K	Buy	+845	New	+$188K	0.19%	60
2023 Q1	–	Sell	-845	Closed	-$202K	–	63
2022 Q4	$202K	Buy	+845	New	+$184K	0.17%	71

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Smallwood Wealth Investment Management's CAT Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Caterpillar (CAT) position steady in Q2 2026 at 1,028 shares worth $1.1M. The position accounts for 0.48% of the portfolio, ranked #32.

Smallwood Wealth Investment Management first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. 1,610 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Smallwood Wealth Investment Management held 1,028 shares of Caterpillar worth $1.1M as of Q2 2026.
Smallwood Wealth Investment Management left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.48% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #32 holding.
Smallwood Wealth Investment Management first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
1,610 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.