TL Private Wealth’s Caterpillar CAT Stock Holding History

TL Private 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	$376K	Hold	400	–	–	0.14%	31
2026 Q1	$316K	Hold	400	–	–	0.12%	34
2025 Q4	$247K	Hold	400	–	–	0.1%	41
2025 Q3	$202K	Buy	+400	New	+$171K	0.08%	42

Other funds holding CAT

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

TL Private Wealth's CAT Position: Q2 2026 in Review

TL Private Wealth held its Caterpillar (CAT) position steady in Q2 2026 at 400 shares worth $376K. The position accounts for 0.14% of the portfolio, ranked #31.

TL Private Wealth first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 1,225 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

TL Private Wealth held 400 shares of Caterpillar worth $376K as of Q2 2026.
TL Private Wealth left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.14% of TL Private Wealth's portfolio in Q2 2026, its #31 holding.
TL Private Wealth first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
1,225 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on TL Private Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.