VWA
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Valued Wealth Advisors’s Caterpillar CAT Stock Holding History

Valued Wealth 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 		$140K Buy
132
+9
+7% +$7.91K 0.05% 61
2026
Q1 		$86.9K Buy
123
+11
+10% +$7.62K 0.04% 70
2025
Q4 		$63.9K Buy
112
+27
+32% +$15K 0.03% 79
2025
Q3 		$40.3K Buy
85
+9
+12% +$3.84K 0.02% 101
2025
Q2 		$29.7K Sell
76
-24
-24% -$8K 0.02% 123
2025
Q1 		$33.1K Sell
100
-39
-28% -$13.9K 0.02% 117
2024
Q4 		$50.5K Sell
139
-173
-55% -$67.1K 0.03% 85
2024
Q3 		$122K Sell
312
-47
-13% -$16.2K 0.08% 43
2024
Q2 		$120K Buy
359
+220
+158% +$76.3K 0.08% 42
2024
Q1 		$51K Buy
139
+104
+297% +$33.2K 0.04% 68
2023
Q4 		$9.57K Buy
+35
New +$9.08K 0.01% 121

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

Valued Wealth Advisors's CAT Position: Q2 2026 in Review

Valued Wealth Advisors increased its Caterpillar (CAT) stake by 7.3% in Q2 2026, buying an estimated $7.91K and bringing the position to 132 shares worth $140K. The position accounts for 0.05% of the portfolio, ranked #61.

Valued Wealth Advisors first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Valued Wealth Advisors held 132 shares of Caterpillar worth $140K as of Q2 2026.
  • Valued Wealth Advisors bought 9 Caterpillar shares in Q2 2026, an estimated $7.91K.
  • Caterpillar made up 0.05% of Valued Wealth Advisors's portfolio in Q2 2026, its #61 holding.
  • Valued Wealth Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.