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Towerpoint Wealth’s Caterpillar CAT Stock Holding History

Towerpoint 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 		$929K Buy
872
+545
+167% +$479K 0.32% 53
2026
Q1 		$232K Buy
+327
New +$226K 0.09% 84
2024
Q4 		– Sell
-517
Closed -$202K – 82
2024
Q3 		$202K Sell
517
-141
-21% -$48.7K 0.1% 84
2024
Q2 		$219K Buy
658
+50
+8% +$17.3K 0.11% 76
2024
Q1 		$223K Buy
+608
New +$194K 0.11% 76

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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Towerpoint Wealth's CAT Position: Q2 2026 in Review

Towerpoint Wealth increased its Caterpillar (CAT) stake by 167% in Q2 2026, buying an estimated $479K and bringing the position to 872 shares worth $929K. The position accounts for 0.32% of the portfolio, ranked #53.

Towerpoint Wealth first reported a position in CAT in Q1 2024 and has held it in 5 quarters since. 1,641 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Towerpoint Wealth held 872 shares of Caterpillar worth $929K as of Q2 2026.
  • Towerpoint Wealth bought 545 Caterpillar shares in Q2 2026, an estimated $479K.
  • Caterpillar made up 0.32% of Towerpoint Wealth's portfolio in Q2 2026, its #53 holding.
  • Towerpoint Wealth first reported a position in Caterpillar in Q1 2024 and has held it in 5 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.