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SteelPeak Wealth’s Caterpillar CAT Stock Holding History

SteelPeak 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 		$14.7M Sell
13,800
-10,103
-42% -$8.88M 0.38% 52
2026
Q1 		$16.9M Buy
23,903
+447
+2% +$310K 0.52% 45
2025
Q4 		$13.4M Buy
23,456
+2,083
+10% +$1.16M 0.44% 59
2025
Q3 		$10.2M Buy
21,373
+10,019
+88% +$4.28M 0.34% 71
2025
Q2 		$4.41M Sell
11,354
-2,650
-19% -$883K 0.17% 107
2025
Q1 		$4.62M Sell
14,004
-909
-6% -$324K 0.19% 104
2024
Q4 		$5.41M Sell
14,913
-2,824
-16% -$1.1M 0.22% 89
2024
Q3 		$6.94M Sell
17,737
-1,770
-9% -$611K 0.3% 70
2024
Q2 		$6.5M Buy
19,507
+7,680
+65% +$2.66M 0.3% 74
2024
Q1 		$4.33M Sell
11,827
-18,925
-62% -$6.05M 0.22% 86
2023
Q4 		$9.09M Buy
30,752
+16,725
+119% +$4.34M 0.53% 48
2023
Q3 		$3.83M Sell
14,027
-1,411
-9% -$383K 0.24% 83
2023
Q2 		$3.8M Sell
15,438
-39,660
-72% -$8.84M 0.23% 83
2023
Q1 		$12.6M Buy
55,098
+8,668
+19% +$2.1M 0.86% 33
2022
Q4 		$11.1M Buy
46,430
+32,039
+223% +$6.97M 0.82% 30
2022
Q3 		$2.36M Sell
14,391
-38,330
-73% -$7M 0.18% 104
2022
Q2 		$9.42M Buy
52,721
+16,254
+45% +$3.43M 0.68% 40
2022
Q1 		$8.13M Buy
36,467
+26,384
+262% +$5.53M 0.46% 53
2021
Q4 		$2.08M Sell
10,083
-239
-2% -$48.1K 0.12% 118
2021
Q3 		$1.98M Sell
10,322
-27,516
-73% -$5.73M 0.13% 106
2021
Q2 		$8.23M Buy
37,838
+997
+3% +$230K 0.58% 47
2021
Q1 		$8.54M Sell
36,841
-7,911
-18% -$1.64M 0.67% 44
2020
Q4 		$8.15M Buy
44,752
+9,826
+28% +$1.67M 0.74% 34
2020
Q3 		$5.21M Sell
34,926
-14,610
-29% -$2.05M 0.56% 47
2020
Q2 		$6.27M Buy
49,536
+5,721
+13% +$678K 0.79% 28
2020
Q1 		$5.08M Buy
43,815
+3,003
+7% +$384K 0.8% 32
2019
Q4 		$6.03M Buy
+40,812
New +$5.7M 0.83% 32

Other funds holding CAT

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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

SteelPeak Wealth's CAT Position: Q2 2026 in Review

SteelPeak Wealth reduced its Caterpillar (CAT) stake by 42% in Q2 2026, selling an estimated $8.88M and leaving 13,800 shares worth $14.7M. The position accounts for 0.38% of the portfolio, ranked #52.

SteelPeak Wealth first reported a position in CAT in Q4 2019 and has held it in 27 quarters since. The position peaked at $16.9M in Q1 2026. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • SteelPeak Wealth held 13,800 shares of Caterpillar worth $14.7M as of Q2 2026.
  • SteelPeak Wealth sold 10,103 Caterpillar shares in Q2 2026, an estimated $8.88M.
  • Caterpillar made up 0.38% of SteelPeak Wealth's portfolio in Q2 2026, its #52 holding.
  • SteelPeak Wealth first reported a position in Caterpillar in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's Caterpillar position peaked at $16.9M in Q1 2026.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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