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Solidarity Wealth’s Caterpillar CAT Stock Holding History

Solidarity Wealth’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 		$709K Buy
666
+20
+3% +$17.6K 0.12% 60
2026
Q1 		$458K Buy
646
+50
+8% +$34.6K 0.09% 61
2025
Q4 		$341K Sell
596
-48
-7% -$26.7K 0.07% 65
2025
Q3 		$307K Buy
644
+70
+12% +$29.9K 0.07% 73
2025
Q2 		$223K Sell
574
-5,500
-91% -$1.83M 0.05% 78
2025
Q1 		$2M Buy
+6,074
New +$2.16M 0.49% 36
2023
Q3 		– Sell
-4,774
Closed -$1.17M – 89
2023
Q2 		$1.17M Buy
+4,774
New +$1.06M 0.48% 41

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Solidarity Wealth's CAT Position: Q2 2026 in Review

Solidarity Wealth increased its Caterpillar (CAT) stake by 3.1% in Q2 2026, buying an estimated $17.6K and bringing the position to 666 shares worth $709K. The position accounts for 0.12% of the portfolio, ranked #60.

Solidarity Wealth first reported a position in CAT in Q2 2023 and has held it in 7 quarters since. The position peaked at $2M in Q1 2025. 2,006 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Solidarity Wealth held 666 shares of Caterpillar worth $709K as of Q2 2026.
  • Solidarity Wealth bought 20 Caterpillar shares in Q2 2026, an estimated $17.6K.
  • Caterpillar made up 0.12% of Solidarity Wealth's portfolio in Q2 2026, its #60 holding.
  • Solidarity Wealth first reported a position in Caterpillar in Q2 2023 and has held it in 7 quarters since.
  • Solidarity Wealth's Caterpillar position peaked at $2M in Q1 2025.
  • 2,006 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Solidarity Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.