TSWM
CAT icon

Triangle Securities Wealth Management’s Caterpillar CAT Stock Holding History

Triangle Securities 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 		$6.56M Sell
6,161
-192
-3% -$169K 1.3% 20
2026
Q1 		$4.5M Sell
6,353
-7,247
-53% -$5.02M 1.02% 27
2025
Q4 		$7.12M Buy
13,600
+6,623
+95% +$3.68M 1.5% 15
2025
Q3 		$3.33M Buy
6,977
+826
+13% +$353K 0.75% 41
2025
Q2 		$2.39M Sell
6,151
-718
-10% -$239K 0.59% 52
2025
Q1 		$2.27M Buy
6,869
+201
+3% +$71.6K 0.58% 52
2024
Q4 		$2.42M Sell
6,668
-309
-4% -$120K 0.62% 47
2024
Q3 		$2.73M Sell
6,977
-101
-1% -$34.9K 0.71% 38
2024
Q2 		$2.36M Sell
7,078
-37
-0.5% -$12.8K 0.67% 43
2024
Q1 		$2.61M Sell
7,115
-77
-1% -$24.6K 0.74% 33
2023
Q4 		$2.13M Sell
7,192
-22
-0.3% -$5.71K 0.66% 43
2023
Q3 		$1.97M Buy
7,214
+30
+0.4% +$8.14K 0.7% 41
2023
Q2 		$1.77M Sell
7,184
-190
-3% -$42.4K 0.61% 53
2023
Q1 		$1.69M Sell
7,374
-791
-10% -$191K 0.6% 55
2022
Q4 		$1.96M Sell
8,165
-125
-2% -$27.2K 0.72% 43
2022
Q3 		$1.36M Sell
8,290
-251
-3% -$45.9K 0.56% 60
2022
Q2 		$1.53M Buy
8,541
+13
+0.2% +$2.74K 0.59% 57
2022
Q1 		$1.9M Sell
8,528
-282
-3% -$59.1K 0.64% 50
2021
Q4 		$1.82M Sell
8,810
-70
-0.8% -$14.1K 0.57% 58
2021
Q3 		$1.71M Sell
8,880
-44
-0.5% -$9.16K 0.58% 56
2021
Q2 		$1.94M Sell
8,924
-694
-7% -$160K 0.66% 50
2021
Q1 		$2.23M Sell
9,618
-353
-4% -$73.1K 0.81% 37
2020
Q4 		$1.81M Sell
9,971
-199
-2% -$33.7K 0.72% 46
2020
Q3 		$1.52M Sell
10,170
-241
-2% -$33.9K 0.69% 49
2020
Q2 		$1.32M Buy
10,411
+888
+9% +$105K 0.63% 54
2020
Q1 		$1.1M Buy
9,523
+560
+6% +$71.5K 0.64% 54
2019
Q4 		$1.32M Buy
8,963
+88
+1% +$12.3K 0.57% 55
2019
Q3 		$1.12M Buy
8,875
+236
+3% +$30K 0.55% 59
2019
Q2 		$1.17M Buy
8,639
+750
+10% +$99.1K 0.59% 55
2019
Q1 		$1.07M Sell
7,889
-210
-3% -$27.9K 0.56% 61
2018
Q4 		$1.03M Buy
8,099
+5,180
+177% +$674K 0.61% 57
2018
Q3 		$445K Sell
2,919
-95
-3% -$13.4K 0.24% 102
2018
Q2 		$409K Sell
3,014
-70
-2% -$10.5K 0.23% 107
2018
Q1 		$455K Sell
3,084
-140
-4% -$22.1K 0.26% 101
2017
Q4 		$508K Sell
3,224
-50
-2% -$6.93K 0.29% 93
2017
Q3 		$408K Sell
3,274
-60
-2% -$6.91K 0.24% 97
2017
Q2 		$358K Sell
3,334
-225
-6% -$22.9K 0.24% 99
2017
Q1 		$330K Sell
3,559
-2,545
-42% -$241K 0.21% 104
2016
Q4 		$566K Sell
6,104
-520
-8% -$47.1K 0.38% 73
2016
Q3 		$588K Sell
6,624
-235
-3% -$19.2K 0.41% 73
2016
Q2 		$520K Sell
6,859
-2,695
-28% -$202K 0.39% 76
2016
Q1 		$731K Sell
9,554
-105
-1% -$7.04K 0.48% 67
2015
Q4 		$656K Sell
9,659
-2,005
-17% -$140K 0.44% 69
2015
Q3 		$762K Sell
11,664
-2,720
-19% -$208K 0.58% 58
2015
Q2 		$1.22M Sell
14,384
-125
-0.9% -$10.7K 0.86% 41
2015
Q1 		$1.16M Sell
14,509
-1,735
-11% -$144K 0.8% 45
2014
Q4 		$1.49M Buy
16,244
+955
+6% +$93K 1.06% 30
2014
Q3 		$1.51M Hold
15,289
– – 1.16% 24
2014
Q2 		$1.66M Sell
15,289
-7,169
-32% -$753K 1.27% 21
2014
Q1 		$1.95M Sell
22,458
-2,370
-10% -$224K 1.76% 14
2013
Q4 		$2.25M Buy
24,828
+60
+0.2% +$5.12K 1.83% 15
2013
Q3 		$2.07M Buy
24,768
+110
+0.4% +$9.3K 1.8% 14
2013
Q2 		$2.03M Buy
+24,658
New +$2.1M 1.5% 15

Other funds holding CAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Triangle Securities Wealth Management's CAT Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its Caterpillar (CAT) stake by 3% in Q2 2026, selling an estimated $169K and leaving 6,161 shares worth $6.56M. The position accounts for 1.3% of the portfolio, ranked #20.

Triangle Securities Wealth Management first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.12M in Q4 2025. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Triangle Securities Wealth Management held 6,161 shares of Caterpillar worth $6.56M as of Q2 2026.
  • Triangle Securities Wealth Management sold 192 Caterpillar shares in Q2 2026, an estimated $169K.
  • Caterpillar made up 1.3% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Triangle Securities Wealth Management first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
  • Triangle Securities Wealth Management's Caterpillar position peaked at $7.12M in Q4 2025.
  • 736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.