Wealthcare Advisory Partners’s Caterpillar CAT Stock Holding History

Wealthcare Advisory 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	$12.4M	Sell	11,613 -4,187	-27%	-$3.68M	0.23%	88
2026 Q1	$11.2M	Sell	15,800 -207	-1%	-$143K	0.22%	96
2025 Q4	$9.17M	Buy	16,007 +734	+5%	+$408K	0.18%	118
2025 Q3	$7.29M	Sell	15,273 -25	-0.2%	-$10.7K	0.15%	125
2025 Q2	$5.94M	Buy	15,298 +713	+5%	+$238K	0.14%	135
2025 Q1	$4.81M	Sell	14,585 -245	-2%	-$87.3K	0.13%	144
2024 Q4	$5.38M	Buy	14,830 +214	+1%	+$83K	0.15%	130
2024 Q3	$5.72M	Buy	14,616 +685	+5%	+$237K	0.16%	122
2024 Q2	$4.64M	Buy	13,931 +1,075	+8%	+$373K	0.15%	123
2024 Q1	$4.71M	Buy	12,856 +2,440	+23%	+$780K	0.15%	114
2023 Q4	$3.08M	Buy	10,416 +1,515	+17%	+$393K	0.12%	140
2023 Q3	$2.43M	Buy	8,901 +215	+2%	+$58.3K	0.11%	152
2023 Q2	$2.14M	Sell	8,686 -497	-5%	-$111K	0.1%	170
2023 Q1	$2.1M	Buy	9,183 +140	+2%	+$33.8K	0.09%	171
2022 Q4	$2.17M	Buy	9,043 +154	+2%	+$33.5K	0.1%	152
2022 Q3	$1.46M	Buy	8,889 +296	+3%	+$54.1K	0.08%	179
2022 Q2	$1.54M	Buy	8,593 +110	+1%	+$23.2K	0.09%	145
2022 Q1	$1.89M	Buy	8,483 +653	+8%	+$137K	0.11%	107
2021 Q4	$1.62M	Buy	7,830 +169	+2%	+$34K	0.1%	125
2021 Q3	$1.47M	Buy	7,661 +484	+7%	+$101K	0.1%	135
2021 Q2	$1.56M	Buy	7,177 +39	+0.5%	+$9.01K	0.1%	131
2021 Q1	$1.66M	Buy	7,138 +405	+6%	+$83.8K	0.12%	108
2020 Q4	$1.23M	Buy	6,733 +427	+7%	+$72.4K	0.11%	117
2020 Q3	$941K	Sell	6,306 -159	-2%	-$22.3K	0.1%	128
2020 Q2	$818K	Sell	6,465 -272	-4%	-$32.2K	0.1%	118
2020 Q1	$782K	Sell	6,737 -85	-1%	-$10.9K	0.11%	111
2019 Q4	$1.01M	Buy	6,822 +9	+0.1%	+$1.26K	0.13%	104
2019 Q3	$861K	Buy	6,813 +124	+2%	+$15.8K	0.12%	101
2019 Q2	$912K	Sell	6,689 -6	-0.1%	-$793	0.14%	89
2019 Q1	$907K	Buy	6,695 +243	+4%	+$32.3K	0.15%	82
2018 Q4	$820K	Buy	6,452 +142	+2%	+$18.5K	0.16%	83
2018 Q3	$962K	Sell	6,310 -23	-0.4%	-$3.25K	0.18%	78
2018 Q2	$859K	Buy	6,333 +725	+13%	+$108K	0.17%	78
2018 Q1	$827K	Buy	5,608 +491	+10%	+$77.5K	0.19%	72
2017 Q4	$806K	Buy	5,117 +212	+4%	+$29.4K	0.21%	63
2017 Q3	$612K	Buy	+4,905	New	+$565K	0.18%	70

Other funds holding CAT

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

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

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

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Wealthcare Advisory Partners's CAT Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Caterpillar (CAT) stake by 27% in Q2 2026, selling an estimated $3.68M and leaving 11,613 shares worth $12.4M. The position accounts for 0.23% of the portfolio, ranked #88.

Wealthcare Advisory Partners first reported a position in CAT in Q3 2017 and has held it in 36 quarters since. 1,072 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Wealthcare Advisory Partners held 11,613 shares of Caterpillar worth $12.4M as of Q2 2026.
Wealthcare Advisory Partners sold 4,187 Caterpillar shares in Q2 2026, an estimated $3.68M.
Caterpillar made up 0.23% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #88 holding.
Wealthcare Advisory Partners first reported a position in Caterpillar in Q3 2017 and has held it in 36 quarters since.
1,072 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.