SW
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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
2024
Q1 		– Hold
0
– -$88.7K – 486
2023
Q4 		– Hold
0
– – – 424

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.