TRUE Private Wealth Advisors’s Caterpillar CAT Stock Holding History

TRUE Private Wealth Advisors’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	$2.12M	Sell	1,994 -105	-5%	-$92.2K	0.18%	80
2026 Q1	$1.49M	Sell	2,099 -127	-6%	-$88K	0.14%	94
2025 Q4	$1.28M	Sell	2,226 -143	-6%	-$79.5K	0.13%	103
2025 Q3	$1.13M	Sell	2,369 -309	-12%	-$132K	0.12%	110
2025 Q2	$1.04M	Buy	2,678 +17	+0.6%	+$5.67K	0.12%	110
2025 Q1	$878K	Sell	2,661 -66	-2%	-$23.5K	0.11%	102
2024 Q4	$989K	Buy	2,727 +3	+0.1%	+$1.16K	0.12%	96
2024 Q3	$1.07M	Sell	2,724 -1,596	-37%	-$551K	0.13%	92
2024 Q2	$1.44M	Buy	4,320 +18	+0.4%	+$6.24K	0.16%	81
2024 Q1	$1.58M	Sell	4,302 -10	-0.2%	-$3.2K	0.18%	74
2023 Q4	$1.27M	Sell	4,312 -30	-0.7%	-$7.78K	0.16%	84
2023 Q3	$1.19M	Buy	4,342 +137	+3%	+$37.2K	0.16%	81
2023 Q2	$1.03M	Sell	4,205 -26	-0.6%	-$5.8K	0.15%	83
2023 Q1	$968K	Sell	4,231 -17	-0.4%	-$4.11K	0.14%	83
2022 Q4	$1.02M	Sell	4,248 -144	-3%	-$31.3K	0.16%	75
2022 Q3	$720K	Sell	4,392 -226	-5%	-$41.3K	0.11%	86
2022 Q2	$825K	Buy	4,618 +532	+13%	+$112K	0.12%	86
2022 Q1	$909K	Sell	4,086 -27	-0.7%	-$5.66K	0.13%	87
2021 Q4	$850K	Sell	4,113 -10	-0.2%	-$2.01K	0.12%	103
2021 Q3	$791K	Buy	4,123 +125	+3%	+$26K	0.12%	108
2021 Q2	$870K	Buy	3,998 +80	+2%	+$18.5K	0.13%	96
2021 Q1	$908K	Buy	3,918 +70	+2%	+$14.5K	0.15%	93
2020 Q4	$700K	Sell	3,848 -99	-3%	-$16.8K	0.12%	98
2020 Q3	$588K	Buy	3,947 +1	+0%	+$140	0.1%	105
2020 Q2	$499K	Sell	3,946 -2,018	-34%	-$239K	0.09%	117
2020 Q1	$692K	Sell	5,964 -36	-0.6%	-$4.6K	0.15%	80
2019 Q4	$886K	Buy	6,000 +2,040	+52%	+$285K	0.14%	92
2019 Q3	$500K	Sell	3,960 -236	-6%	-$30K	0.09%	124
2019 Q2	$571K	Buy	4,196 +364	+9%	+$48.1K	0.1%	110
2019 Q1	$519K	Buy	3,832 +934	+32%	+$124K	0.1%	108
2018 Q4	$368K	Buy	2,898 +625	+27%	+$81.3K	0.06%	164
2018 Q3	$347K	Sell	2,273 -488	-18%	-$69K	0.05%	203
2018 Q2	$374K	Buy	2,761 +37	+1%	+$5.53K	0.06%	190
2018 Q1	$401K	Buy	2,724 +467	+21%	+$73.7K	0.07%	155
2017 Q4	$355K	Buy	+2,257	New	+$313K	0.06%	167

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TRUE Private Wealth Advisors's CAT Position: Q2 2026 in Review

TRUE Private Wealth Advisors reduced its Caterpillar (CAT) stake by 5% in Q2 2026, selling an estimated $92.2K and leaving 1,994 shares worth $2.12M. The position accounts for 0.18% of the portfolio, ranked #80.

TRUE Private Wealth Advisors first reported a position in CAT in Q4 2017 and has held it in 35 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

TRUE Private Wealth Advisors held 1,994 shares of Caterpillar worth $2.12M as of Q2 2026.
TRUE Private Wealth Advisors sold 105 Caterpillar shares in Q2 2026, an estimated $92.2K.
Caterpillar made up 0.18% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #80 holding.
TRUE Private Wealth Advisors first reported a position in Caterpillar in Q4 2017 and has held it in 35 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.