True Wealth Design’s Caterpillar CAT Stock Holding History

True Wealth Design’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	$1.04M	Sell	980 -37	-4%	-$32.5K	0.25%	26
2026 Q1	$721K	Hold	1,017	–	–	0.2%	26
2025 Q4	$583K	Buy	1,017 +228	+29%	+$127K	0.17%	27
2025 Q3	$377K	Sell	789 -14	-2%	-$5.98K	0.12%	34
2025 Q2	$312K	Sell	803 -12	-1%	-$4K	0.11%	32
2025 Q1	$269K	Sell	815 -20	-2%	-$7.12K	0.1%	27
2024 Q4	$303K	Sell	835 -12	-1%	-$4.65K	0.12%	20
2024 Q3	$331K	Sell	847 -30	-3%	-$10.4K	0.13%	21
2024 Q2	$292K	Sell	877 -22	-2%	-$7.63K	0.07%	111
2024 Q1	$329K	Buy	899 +646	+255%	+$206K	0.08%	111
2023 Q4	$74.7K	Hold	253	–	–	0.02%	141
2023 Q3	$69K	Hold	253	–	–	0.02%	139
2023 Q2	$62.2K	Hold	253	–	–	0.02%	143
2023 Q1	$57.8K	Hold	253	–	–	0.02%	153
2022 Q4	$60.5K	Buy	+253	New	+$55.1K	0.03%	141

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 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

True Wealth Design's CAT Position: Q2 2026 in Review

True Wealth Design reduced its Caterpillar (CAT) stake by 3.6% in Q2 2026, selling an estimated $32.5K and leaving 980 shares worth $1.04M. The position accounts for 0.25% of the portfolio, ranked #26.

True Wealth Design first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 781 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

True Wealth Design held 980 shares of Caterpillar worth $1.04M as of Q2 2026.
True Wealth Design sold 37 Caterpillar shares in Q2 2026, an estimated $32.5K.
Caterpillar made up 0.25% of True Wealth Design's portfolio in Q2 2026, its #26 holding.
True Wealth Design first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
781 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.