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Traveka Wealth’s Caterpillar CAT Stock Holding History

Traveka 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 		$1.44M Buy
1,350
+6
+0.4% +$5.27K 0.48% 48
2026
Q1 		$952K Hold
1,344
– – 0.36% 54
2025
Q4 		$770K Sell
1,344
-35
-3% -$19.5K 0.31% 63
2025
Q3 		$658K Buy
1,379
+16
+1% +$6.83K 0.29% 65
2025
Q2 		$529K Buy
1,363
+148
+12% +$49.3K 0.28% 60
2025
Q1 		$401K Sell
1,215
-36
-3% -$12.8K 0.22% 76
2024
Q4 		$454K Buy
1,251
+73
+6% +$28.3K 0.25% 69
2024
Q3 		$461K Buy
1,178
+41
+4% +$14.2K 0.23% 61
2024
Q2 		$379K Buy
1,137
+28
+3% +$9.71K 0.18% 69
2024
Q1 		$406K Buy
1,109
+65
+6% +$20.8K 0.19% 64
2023
Q4 		$309K Buy
+1,044
New +$271K 0.16% 80

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

Traveka Wealth's CAT Position: Q2 2026 in Review

Traveka Wealth increased its Caterpillar (CAT) stake by 0.45% in Q2 2026, buying an estimated $5.27K and bringing the position to 1,350 shares worth $1.44M. The position accounts for 0.48% of the portfolio, ranked #48.

Traveka Wealth first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 2,121 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Traveka Wealth held 1,350 shares of Caterpillar worth $1.44M as of Q2 2026.
  • Traveka Wealth bought 6 Caterpillar shares in Q2 2026, an estimated $5.27K.
  • Caterpillar made up 0.48% of Traveka Wealth's portfolio in Q2 2026, its #48 holding.
  • Traveka Wealth first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 2,121 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.