UWM
CAT icon

Urban Wealth Management’s Caterpillar CAT Stock Holding History

Urban 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 		$225K Buy
+211
New +$185K 0.2% 98
2020
Q4 		$300K Buy
+1,646
New +$279K 0.25% 85

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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Urban Wealth Management opened a new position in Caterpillar (CAT) in Q2 2026: 211 shares worth $225K. The stake represents 0.2% of the portfolio and ranks #98 among its holdings. This is a return to the name: Urban Wealth Management previously reported a position in CAT as recently as Q4 2020.

Urban Wealth Management first reported a position in CAT in Q4 2020 and has held it in 2 quarters since. The position peaked at $300K in Q4 2020. 1,641 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Urban Wealth Management held 211 shares of Caterpillar worth $225K as of Q2 2026.
  • Caterpillar was a new Urban Wealth Management position in Q2 2026.
  • Caterpillar made up 0.2% of Urban Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Urban Wealth Management first reported a position in Caterpillar in Q4 2020 and has held it in 2 quarters since.
  • Urban Wealth Management's Caterpillar position peaked at $300K in Q4 2020.
  • 1,641 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.