TS
CAT icon

TradeWell Securities’s Caterpillar CAT Stock Holding History

TradeWell Securities’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 		$502K Sell
471
-102
-18% -$89.6K 0.18% 36
2026
Q1 		$406K Buy
573
+1
+0.2% +$693 0.17% 36
2025
Q4 		$328K Buy
572
+1
+0.2% +$556 0.13% 35
2025
Q3 		$274K Buy
571
+3
+0.5% +$1.28K 0.12% 41
2025
Q2 		$221K Buy
+568
New +$189K 0.11% 44
2025
Q1 		– Sell
-564
Closed -$205K – 44
2024
Q4 		$205K Buy
+564
New +$219K 0.11% 38

Other funds holding CAT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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

TradeWell Securities's CAT Position: Q2 2026 in Review

TradeWell Securities reduced its Caterpillar (CAT) stake by 18% in Q2 2026, selling an estimated $89.6K and leaving 471 shares worth $502K. The position accounts for 0.18% of the portfolio, ranked #36.

TradeWell Securities first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 2,053 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • TradeWell Securities held 471 shares of Caterpillar worth $502K as of Q2 2026.
  • TradeWell Securities sold 102 Caterpillar shares in Q2 2026, an estimated $89.6K.
  • Caterpillar made up 0.18% of TradeWell Securities's portfolio in Q2 2026, its #36 holding.
  • TradeWell Securities first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 2,053 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on TradeWell Securities's 13F filing for Q2 2026, filed 28 Jul 2026.