Wealth Advisors Northwest’s Caterpillar CAT Stock Holding History

Wealth Advisors Northwest’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	$318K	Buy	+299	New	+$263K	0.11%	52

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Wealth Advisors Northwest opened a new position in Caterpillar (CAT) in Q2 2026: 299 shares worth $318K. The stake represents 0.11% of the portfolio and ranks #52 among its holdings.

736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Wealth Advisors Northwest held 299 shares of Caterpillar worth $318K as of Q2 2026.
Caterpillar was a new Wealth Advisors Northwest position in Q2 2026.
Caterpillar made up 0.11% of Wealth Advisors Northwest's portfolio in Q2 2026, its #52 holding.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Wealth Advisors Northwest's 13F filing for Q2 2026, filed 15 Jul 2026.