RAFFA WEALTH MANAGEMENT, LLC’s Caterpillar CAT Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$28.8K	Sell	27 -54	-67%	-$47.4K	﹤0.01%	236
2026 Q1	$57.4K	Buy	81 +22	+37%	+$15.2K	0.01%	153
2025 Q4	$33.8K	Buy	59 +7	+13%	+$3.89K	0.01%	196
2025 Q3	$24.8K	Buy	52 +8	+18%	+$3.42K	﹤0.01%	232
2025 Q2	$17.1K	Hold	44	–	–	﹤0.01%	292
2025 Q1	$14.5K	Hold	44	–	–	﹤0.01%	261
2024 Q4	$16K	Sell	44 -8	-15%	-$3.1K	﹤0.01%	261
2024 Q3	$20.3K	Hold	52	–	–	﹤0.01%	223
2024 Q2	$17.3K	Hold	52	–	–	﹤0.01%	353
2024 Q1	$19.1K	Sell	52 -7	-12%	-$2.24K	0.01%	314
2023 Q4	$17.4K	Hold	59	–	–	0.01%	218
2023 Q3	$16.1K	Hold	59	–	–	0.01%	216
2023 Q2	$14.5K	Hold	59	–	–	0.01%	232
2023 Q1	$13.5K	Hold	59	–	–	﹤0.01%	251
2022 Q4	$14.1K	Hold	59	–	–	0.01%	239
2022 Q3	$9.68K	Hold	59	–	–	﹤0.01%	284
2022 Q2	$10.5K	Hold	59	–	–	﹤0.01%	283
2022 Q1	$13.1K	Hold	59	–	–	﹤0.01%	261
2021 Q4	$12.2K	Hold	59	–	–	﹤0.01%	273
2021 Q3	$11.3K	Hold	59	–	–	﹤0.01%	248
2021 Q2	$12.8K	Hold	59	–	–	﹤0.01%	238
2021 Q1	$13.7K	Buy	59 +9	+18%	+$1.86K	﹤0.01%	240
2020 Q4	$9.1K	Hold	50	–	–	﹤0.01%	262
2020 Q3	$7.46K	Hold	50	–	–	﹤0.01%	273
2020 Q2	$6.33K	Hold	50	–	–	﹤0.01%	278
2020 Q1	$5.8K	Hold	50	–	–	﹤0.01%	257
2019 Q4	$7.38K	Hold	50	–	–	﹤0.01%	243
2019 Q3	$6.32K	Buy	+50	New	+$6.35K	﹤0.01%	250
2019 Q2	–	Sell	-50	Closed	-$6.78K	–	839
2019 Q1	$6.78K	Hold	50	–	–	﹤0.01%	208
2018 Q4	$6.35K	Hold	50	–	–	﹤0.01%	232
2018 Q3	$7.63K	Hold	50	–	–	﹤0.01%	231
2018 Q2	$6.78K	Hold	50	–	–	﹤0.01%	229
2018 Q1	$7.37K	Buy	+50	New	+$7.89K	﹤0.01%	221
2017 Q1	–	Sell	-13	Closed	-$1.21K	–	456
2016 Q4	$1.21K	Hold	13	–	–	﹤0.01%	382
2016 Q3	$1.15K	Hold	13	–	–	﹤0.01%	378
2016 Q2	$986	Hold	13	–	–	﹤0.01%	402
2016 Q1	$995	Hold	13	–	–	﹤0.01%	393
2015 Q4	$883	Hold	13	–	–	﹤0.01%	429
2015 Q3	$850	Hold	13	–	–	﹤0.01%	431
2015 Q2	$1.1K	Hold	13	–	–	﹤0.01%	366
2015 Q1	$1.04K	Hold	13	–	–	﹤0.01%	377
2014 Q4	$1.19K	Hold	13	–	–	﹤0.01%	319
2014 Q3	$1.29K	Buy	+13	New	+$1.38K	﹤0.01%	296
2014 Q1	–	Sell	-13	Closed	-$1.19K	–	350
2013 Q4	$1.19K	Buy	+13	New	+$1.11K	﹤0.01%	319

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

RAFFA WEALTH MANAGEMENT, LLC's CAT Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Caterpillar (CAT) stake by 67% in Q2 2026, selling an estimated $47.4K and leaving 27 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in CAT in Q4 2013 and has held it in 44 quarters since. The position peaked at $57.4K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 27 shares of Caterpillar worth $28.8K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 54 Caterpillar shares in Q2 2026, an estimated $47.4K.
Caterpillar made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #236 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Caterpillar in Q4 2013 and has held it in 44 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Caterpillar position peaked at $57.4K in Q1 2026.
1,530 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.