WQ
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Wealth Quarterback’s Caterpillar CAT Stock Holding History

Wealth Quarterback’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 		$1.83M Buy
1,719
+2
+0.1% +$1.76K 0.57% 34
2026
Q1 		$1.22M Buy
1,717
+2
+0.1% +$1.39K 0.48% 43
2025
Q4 		$982K Buy
1,715
+7
+0.4% +$3.89K 0.35% 50
2025
Q3 		$815K Buy
1,708
+3
+0.2% +$1.28K 0.32% 64
2025
Q2 		$662K Sell
1,705
-53
-3% -$17.7K 0.31% 69
2025
Q1 		$580K Sell
1,758
-1,220
-41% -$435K 0.33% 71
2024
Q4 		$1.08M Buy
2,978
+18
+0.6% +$6.98K 0.51% 40
2024
Q3 		$1.16M Sell
2,960
-229
-7% -$79.1K 0.6% 36
2024
Q2 		$1.06M Sell
3,189
-193
-6% -$66.9K 0.6% 32
2024
Q1 		$1.24M Sell
3,382
-136
-4% -$43.5K 0.69% 26
2023
Q4 		$1.04M Buy
3,518
+1,637
+87% +$425K 0.64% 26
2023
Q3 		$514K Sell
1,881
-20
-1% -$5.43K 0.44% 62
2023
Q2 		$468K Buy
1,901
+15
+0.8% +$3.34K 0.32% 70
2023
Q1 		$431K Sell
1,886
-118
-6% -$28.5K 0.37% 68
2022
Q4 		$480K Buy
2,004
+329
+20% +$71.6K 0.4% 59
2022
Q3 		$275K Buy
1,675
+46
+3% +$8.4K 0.29% 77
2022
Q2 		$291K Buy
+1,629
New +$343K 0.23% 82
2021
Q3 		$307K Buy
1,597
+7
+0.4% +$1.46K 0.2% 83
2021
Q2 		$347K Buy
+1,590
New +$367K 0.21% 80
2020
Q4 		$300K Sell
1,646
-199
-11% -$33.7K 0.25% 85
2020
Q3 		$233K Hold
1,845
– – 0.21% 99
2020
Q2 		$233K Sell
1,845
-561
-23% -$66.5K 0.21% 99
2020
Q1 		$251K Sell
2,406
-12,792
-84% -$1.63M 0.23% 86
2019
Q4 		$349K Buy
+15,198
New +$2.12M 0.3% 75

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 Quarterback's CAT Position: Q2 2026 in Review

Wealth Quarterback increased its Caterpillar (CAT) stake by 0.12% in Q2 2026, buying an estimated $1.76K and bringing the position to 1,719 shares worth $1.83M. The position accounts for 0.57% of the portfolio, ranked #34.

Wealth Quarterback first reported a position in CAT in Q4 2019 and has held it in 24 quarters since. 1,404 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Wealth Quarterback held 1,719 shares of Caterpillar worth $1.83M as of Q2 2026.
  • Wealth Quarterback bought 2 Caterpillar shares in Q2 2026, an estimated $1.76K.
  • Caterpillar made up 0.57% of Wealth Quarterback's portfolio in Q2 2026, its #34 holding.
  • Wealth Quarterback first reported a position in Caterpillar in Q4 2019 and has held it in 24 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.