Turtle Creek Wealth Advisors’s Caterpillar CAT Stock Holding History

Turtle Creek Wealth Advisors's CAT Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Caterpillar (CAT) stake by 2.4% in Q2 2026, buying an estimated $716K and bringing the position to 34,662 shares worth $36.9M. The position accounts for 1.95% of the portfolio, ranked #10.

Turtle Creek Wealth Advisors first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,063 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

• Turtle Creek Wealth Advisors held 34,662 shares of Caterpillar worth $36.9M as of Q2 2026.
• Turtle Creek Wealth Advisors bought 815 Caterpillar shares in Q2 2026, an estimated $716K.
• Caterpillar made up 1.95% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #10 holding.
• Turtle Creek Wealth Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
• 4,063 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.