Wealth Enhancement Advisory Services’s Caterpillar CAT Stock Holding History

Wealth Enhancement Advisory Services’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	$2.71M	Buy	+4,100	New	+$3.6M	﹤0.01%	1380
2024 Q4	–	Sell	-1,500	Closed	-$13.2K	–	2971
2024 Q3	$13.2K	Buy	+1,500	New	+$518K	﹤0.01%	2707

Other funds holding CAT

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 Stockholm, Sweden $116B AUM 46.87% 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Wealth Enhancement Advisory Services's CAT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Caterpillar (CAT) stake by 5% in Q2 2026, buying an estimated $7.57M and bringing the position to 182,074 shares worth $120M. The position accounts for 0.2% of the portfolio, ranked #91.

Wealth Enhancement Advisory Services first reported a position in CAT in Q1 2018 and has held it in 25 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Wealth Enhancement Advisory Services held 182,074 shares of Caterpillar worth $120M as of Q2 2026.
Wealth Enhancement Advisory Services bought 8,613 Caterpillar shares in Q2 2026, an estimated $7.57M.
Caterpillar made up 0.2% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #91 holding.
Wealth Enhancement Advisory Services first reported a position in Caterpillar in Q1 2018 and has held it in 25 quarters since.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.