WG
CAT icon

Wealth Group’s Caterpillar CAT Stock Holding History

Wealth Group’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 		$20.3M Buy
19,039
+13,405
+238% +$11.8M 5.06% 5
2026
Q1 		$3.99M Buy
5,634
+1
+0% +$693 3.72% 6
2025
Q4 		$3.23M Buy
+5,633
New +$3.13M 3.15% 7
2025
Q2 		$2.26M Buy
5,814
+629
+12% +$210K 2.24% 12
2025
Q1 		$1.71M Buy
5,185
+73
+1% +$26K 1.11% 21
2024
Q4 		$1.85M Buy
5,112
+491
+11% +$190K 1.2% 18
2024
Q3 		$1.81M Sell
4,621
-626
-12% -$216K 1.21% 17
2024
Q2 		$1.75M Sell
5,247
-45
-0.9% -$15.6K 1.25% 17
2024
Q1 		$1.94M Buy
+5,292
New +$1.69M 1.46% 16

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

Wealth Group's CAT Position: Q2 2026 in Review

Wealth Group increased its Caterpillar (CAT) stake by 238% in Q2 2026, buying an estimated $11.8M and bringing the position to 19,039 shares worth $20.3M. The position accounts for 5.06% of the portfolio, ranked #5.

Wealth Group first reported a position in CAT in Q1 2024 and has held it in 9 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Wealth Group held 19,039 shares of Caterpillar worth $20.3M as of Q2 2026.
  • Wealth Group bought 13,405 Caterpillar shares in Q2 2026, an estimated $11.8M.
  • Caterpillar made up 5.06% of Wealth Group's portfolio in Q2 2026, its #5 holding.
  • Wealth Group first reported a position in Caterpillar in Q1 2024 and has held it in 9 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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