Wealth Management Partners’s Caterpillar CAT Stock Holding History

Wealth Management Partners’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	$3.04M	Sell	2,856 -159	-5%	-$140K	0.72%	37
2026 Q1	$2.14M	Buy	3,015 +4	+0.1%	+$2.77K	0.61%	38
2025 Q4	$1.73M	Sell	3,011 -180	-6%	-$100K	0.49%	45
2025 Q3	$1.52M	Sell	3,191 -278	-8%	-$119K	0.48%	45
2025 Q2	$1.36M	Sell	3,469 -52	-1%	-$17.3K	0.48%	47
2025 Q1	$1.16M	Buy	3,521 +514	+17%	+$183K	0.54%	41
2024 Q4	$1.09M	Sell	3,007 -382	-11%	-$148K	0.47%	49
2024 Q3	$1.33M	Sell	3,389 -225	-6%	-$77.7K	0.61%	34
2024 Q2	$1.2M	Buy	3,614 +356	+11%	+$123K	0.59%	38
2024 Q1	$1.19M	Sell	3,258 -320	-9%	-$102K	0.61%	38
2023 Q4	$1.06M	Buy	3,578 +560	+19%	+$145K	0.59%	39
2023 Q3	$824K	Sell	3,018 -850	-22%	-$231K	0.51%	43
2023 Q2	$952K	Buy	3,868 +550	+17%	+$123K	0.6%	38
2023 Q1	$759K	Buy	3,318 +318	+11%	+$76.9K	0.53%	42
2022 Q4	$795K	Sell	3,000 -1,000	-25%	-$218K	0.66%	39
2022 Q3	$738K	Hold	4,000	–	–	0.65%	40
2022 Q2	$634K	Buy	4,000 +1,000	+33%	+$211K	0.55%	44
2022 Q1	$757K	Hold	3,000	–	–	0.54%	42
2021 Q4	$679K	Sell	3,000 -282	-9%	-$56.8K	0.47%	49
2021 Q3	$630K	Buy	3,282 +250	+8%	+$52.1K	0.47%	51
2021 Q2	$660K	Buy	3,032 +691	+30%	+$160K	0.46%	54
2021 Q1	$539K	Sell	2,341 -60	-2%	-$12.4K	0.4%	57
2020 Q4	$450K	Buy	+2,401	New	+$407K	0.35%	62

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealth Management Partners's CAT Position: Q2 2026 in Review

Wealth Management Partners reduced its Caterpillar (CAT) stake by 5.3% in Q2 2026, selling an estimated $140K and leaving 2,856 shares worth $3.04M. The position accounts for 0.72% of the portfolio, ranked #37.

Wealth Management Partners first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Wealth Management Partners held 2,856 shares of Caterpillar worth $3.04M as of Q2 2026.
Wealth Management Partners sold 159 Caterpillar shares in Q2 2026, an estimated $140K.
Caterpillar made up 0.72% of Wealth Management Partners's portfolio in Q2 2026, its #37 holding.
Wealth Management Partners first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.