Wealthcare Capital Partners’s Caterpillar CAT Stock Holding History

Wealthcare Capital 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	$688K	Buy	646 +1	+0.2%	+$878	0.28%	71
2026 Q1	$457K	Hold	645	–	–	0.21%	92
2025 Q4	$369K	Buy	645 +2	+0.3%	+$1.11K	0.17%	106
2025 Q3	$307K	Buy	643 +51	+9%	+$21.8K	0.14%	115
2025 Q2	$230K	Sell	592 -24	-4%	-$8K	0.12%	134
2025 Q1	$203K	Buy	616 +2	+0.3%	+$712	0.1%	125
2024 Q4	$223K	Buy	+614	New	+$238K	0.12%	111

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

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

Wealthcare Capital Partners increased its Caterpillar (CAT) stake by 0.16% in Q2 2026, buying an estimated $878 and bringing the position to 646 shares worth $688K. The position accounts for 0.28% of the portfolio, ranked #71.

Wealthcare Capital Partners first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Wealthcare Capital Partners held 646 shares of Caterpillar worth $688K as of Q2 2026.
Wealthcare Capital Partners bought 1 Caterpillar share in Q2 2026, an estimated $878.
Caterpillar made up 0.28% of Wealthcare Capital Partners's portfolio in Q2 2026, its #71 holding.
Wealthcare Capital Partners first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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