Twin Peaks Wealth Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Twin Peaks Wealth Advisors's CAT Position: Q2 2026 in Review
Twin Peaks Wealth Advisors increased its Caterpillar (CAT) stake by 5.8% in Q2 2026, buying an estimated $26.4K and bringing the position to 548 shares worth $583K. The position accounts for 0.13% of the portfolio, ranked #109.
Twin Peaks Wealth Advisors first reported a position in CAT in Q2 2025 and has held it in 4 quarters since. 4,061 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Twin Peaks Wealth Advisors held 548 shares of Caterpillar worth $583K as of Q2 2026.
- Twin Peaks Wealth Advisors bought 30 Caterpillar shares in Q2 2026, an estimated $26.4K.
- Caterpillar made up 0.13% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #109 holding.
- Twin Peaks Wealth Advisors first reported a position in Caterpillar in Q2 2025 and has held it in 4 quarters since.
- 4,061 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.