SWA
CAT icon

SOA Wealth Advisors’s Caterpillar CAT Stock Holding History

SOA 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 		$903K Sell
848
-65
-7% -$57.1K 0.15% 90
2026
Q1 		$647K Buy
913
+95
+12% +$65.8K 0.12% 99
2025
Q4 		$468K Buy
818
+18
+2% +$10K 0.08% 130
2025
Q3 		$382K Buy
800
+55
+7% +$23.5K 0.07% 144
2025
Q2 		$289K Buy
745
+430
+137% +$143K 0.05% 167
2025
Q1 		$104K Buy
315
+82
+35% +$29.2K 0.02% 257
2024
Q4 		$84.6K Buy
233
+77
+49% +$29.9K 0.02% 269
2024
Q3 		$61K Buy
156
+50
+47% +$17.3K 0.01% 294
2024
Q2 		$35.2K Sell
106
-3
-3% -$1.04K 0.01% 356
2024
Q1 		$40K Buy
109
+4
+4% +$1.28K 0.01% 333
2023
Q4 		$31K Sell
105
-99
-49% -$25.7K 0.01% 355
2023
Q3 		$55.6K Sell
204
-221
-52% -$60K 0.01% 275
2023
Q2 		$105K Buy
425
+187
+79% +$41.7K 0.02% 229
2023
Q1 		$54.4K Sell
238
-98
-29% -$23.7K 0.01% 273
2022
Q4 		$80.5K Buy
336
+2
+0.6% +$435 0.02% 236
2022
Q3 		$54K Buy
334
+2
+0.6% +$365 0.02% 254
2022
Q2 		$59K Sell
332
-104
-24% -$21.9K 0.02% 247
2022
Q1 		$97K Buy
436
+2
+0.5% +$419 0.02% 230
2021
Q4 		$89K Buy
434
+2
+0.5% +$403 0.02% 230
2021
Q3 		$83K Buy
432
+2
+0.5% +$417 0.02% 245
2021
Q2 		$93K Buy
430
+3
+0.7% +$693 0.02% 225
2021
Q1 		$99K Buy
427
+1
+0.2% +$207 0.03% 194
2020
Q4 		$84K Buy
+426
New +$72.2K 0.02% 211

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

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

SOA Wealth Advisors reduced its Caterpillar (CAT) stake by 7.1% in Q2 2026, selling an estimated $57.1K and leaving 848 shares worth $903K. The position accounts for 0.15% of the portfolio, ranked #90.

SOA Wealth Advisors first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. 944 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • SOA Wealth Advisors held 848 shares of Caterpillar worth $903K as of Q2 2026.
  • SOA Wealth Advisors sold 65 Caterpillar shares in Q2 2026, an estimated $57.1K.
  • Caterpillar made up 0.15% of SOA Wealth Advisors's portfolio in Q2 2026, its #90 holding.
  • SOA Wealth Advisors first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
  • 944 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.