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Warren Street Wealth Advisors’s Caterpillar CAT Stock Holding History

Warren Street 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 		$589K Buy
553
+32
+6% +$28.1K 0.13% 64
2026
Q1 		$369K Buy
521
+18
+4% +$12.5K 0.09% 80
2025
Q4 		$288K Sell
503
-134
-21% -$74.5K 0.08% 83
2025
Q3 		$304K Buy
637
+58
+10% +$24.8K 0.09% 92
2025
Q2 		$225K Buy
+579
New +$193K 0.07% 116
2025
Q1 		– Sell
-594
Closed -$215K – 114
2024
Q4 		$215K Buy
594
+6
+1% +$2.33K 0.09% 95
2024
Q3 		$230K Buy
+588
New +$203K 0.1% 87
2024
Q2 		– Sell
-1,545
Closed -$566K – 98
2024
Q1 		$566K Buy
1,545
+10
+0.7% +$3.2K 0.28% 48
2023
Q4 		$454K Buy
1,535
+53
+4% +$13.7K 0.26% 54
2023
Q3 		$405K Buy
1,482
+7
+0.5% +$1.9K 0.27% 51
2023
Q2 		$363K Buy
1,475
+96
+7% +$21.4K 0.24% 52
2023
Q1 		$316K Buy
1,379
+23
+2% +$5.56K 0.22% 51
2022
Q4 		$325K Buy
1,356
+80
+6% +$17.4K 0.26% 49
2022
Q3 		$209K Buy
1,276
+99
+8% +$18.1K 0.21% 49
2022
Q2 		$210K Buy
1,177
+81
+7% +$17.1K 0.2% 49
2022
Q1 		$244K Buy
1,096
+24
+2% +$5.03K 0.21% 45
2021
Q4 		$222K Buy
+1,072
New +$216K 0.21% 49

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 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

Warren Street Wealth Advisors's CAT Position: Q2 2026 in Review

Warren Street Wealth Advisors increased its Caterpillar (CAT) stake by 6.1% in Q2 2026, buying an estimated $28.1K and bringing the position to 553 shares worth $589K. The position accounts for 0.13% of the portfolio, ranked #64.

Warren Street Wealth Advisors first reported a position in CAT in Q4 2021 and has held it in 17 quarters since. 1,788 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Warren Street Wealth Advisors held 553 shares of Caterpillar worth $589K as of Q2 2026.
  • Warren Street Wealth Advisors bought 32 Caterpillar shares in Q2 2026, an estimated $28.1K.
  • Caterpillar made up 0.13% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #64 holding.
  • Warren Street Wealth Advisors first reported a position in Caterpillar in Q4 2021 and has held it in 17 quarters since.
  • 1,788 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.