TWM
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Thrive Wealth Management’s Caterpillar CAT Stock Holding History

Thrive Wealth 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 		$2.27M Sell
2,129
-19
-0.9% -$16.7K 0.29% 44
2026
Q1 		$1.52M Buy
2,148
+44
+2% +$30.5K 0.23% 52
2025
Q4 		$1.21M Buy
2,104
+214
+11% +$119K 0.18% 65
2025
Q3 		$902K Sell
1,890
-14
-0.7% -$5.98K 0.14% 87
2025
Q2 		$739K Buy
1,904
+15
+0.8% +$5K 0.12% 98
2025
Q1 		$623K Sell
1,889
-32
-2% -$11.4K 0.12% 95
2024
Q4 		$697K Sell
1,921
-9
-0.5% -$3.49K 0.13% 90
2024
Q3 		$755K Sell
1,930
-15
-0.8% -$5.18K 0.14% 86
2024
Q2 		$648K Buy
1,945
+94
+5% +$32.6K 0.13% 93
2024
Q1 		$678K Buy
1,851
+83
+5% +$26.5K 0.14% 88
2023
Q4 		$523K Buy
1,768
+17
+1% +$4.41K 0.12% 102
2023
Q3 		$478K Buy
1,751
+11
+0.6% +$2.98K 0.13% 97
2023
Q2 		$428K Buy
1,740
+124
+8% +$27.6K 0.11% 105
2023
Q1 		$370K Buy
1,616
+374
+30% +$90.4K 0.09% 120
2022
Q4 		$297K Buy
+1,242
New +$270K 0.09% 132

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

Thrive Wealth Management's CAT Position: Q2 2026 in Review

Thrive Wealth Management reduced its Caterpillar (CAT) stake by 0.88% in Q2 2026, selling an estimated $16.7K and leaving 2,129 shares worth $2.27M. The position accounts for 0.29% of the portfolio, ranked #44.

Thrive Wealth Management first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Thrive Wealth Management held 2,129 shares of Caterpillar worth $2.27M as of Q2 2026.
  • Thrive Wealth Management sold 19 Caterpillar shares in Q2 2026, an estimated $16.7K.
  • Caterpillar made up 0.29% of Thrive Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Thrive Wealth Management first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.