TA
CAT icon

TrueWealth Advisors’s Caterpillar CAT Stock Holding History

TrueWealth 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 		$788K Sell
740
-55
-7% -$48.3K 0.18% 107
2026
Q1 		$563K Sell
795
-48
-6% -$33.2K 0.14% 132
2025
Q4 		$483K Buy
843
+31
+4% +$17.2K 0.13% 136
2025
Q3 		$387K Buy
812
+69
+9% +$29.5K 0.1% 156
2025
Q2 		$289K Buy
743
+2
+0.3% +$667 0.09% 178
2025
Q1 		$244K Sell
741
-47
-6% -$16.7K 0.08% 190
2024
Q4 		$286K Sell
788
-869
-52% -$337K 0.1% 175
2024
Q3 		$648K Buy
1,657
+311
+23% +$107K 0.22% 89
2024
Q2 		$448K Buy
1,346
+401
+42% +$139K 0.17% 105
2024
Q1 		$346K Buy
+945
New +$302K 0.13% 125

Other funds holding CAT

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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

TrueWealth Advisors's CAT Position: Q2 2026 in Review

TrueWealth Advisors reduced its Caterpillar (CAT) stake by 6.9% in Q2 2026, selling an estimated $48.3K and leaving 740 shares worth $788K. The position accounts for 0.18% of the portfolio, ranked #107.

TrueWealth Advisors first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 1,237 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • TrueWealth Advisors held 740 shares of Caterpillar worth $788K as of Q2 2026.
  • TrueWealth Advisors sold 55 Caterpillar shares in Q2 2026, an estimated $48.3K.
  • Caterpillar made up 0.18% of TrueWealth Advisors's portfolio in Q2 2026, its #107 holding.
  • TrueWealth Advisors first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
  • 1,237 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.