TWM
CAT icon

Tumwater Wealth Management’s Caterpillar CAT Stock Holding History

Tumwater 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 		$1.51M Buy
1,416
+1
+0.1% +$878 0.55% 11
2026
Q1 		$1M Buy
1,415
+46
+3% +$31.9K 0.4% 12
2025
Q4 		$785K Hold
1,369
– – 0.32% 15
2025
Q3 		$653K Buy
1,369
+1
+0.1% +$427 0.29% 15
2025
Q2 		$531K Buy
1,368
+51
+4% +$17K 0.25% 18
2025
Q1 		$434K Buy
1,317
+51
+4% +$18.2K 0.23% 20
2024
Q4 		$459K Buy
+1,266
New +$491K 0.24% 20

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

Tumwater Wealth Management's CAT Position: Q2 2026 in Review

Tumwater Wealth Management increased its Caterpillar (CAT) stake by 0.07% in Q2 2026, buying an estimated $878 and bringing the position to 1,416 shares worth $1.51M. The position accounts for 0.55% of the portfolio, ranked #11.

Tumwater Wealth Management first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Tumwater Wealth Management held 1,416 shares of Caterpillar worth $1.51M as of Q2 2026.
  • Tumwater Wealth Management bought 1 Caterpillar share in Q2 2026, an estimated $878.
  • Caterpillar made up 0.55% of Tumwater Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Tumwater Wealth Management first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Tumwater Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.