WealthTrust Asset Management’s Caterpillar CAT Stock Holding History

WealthTrust Asset Management’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	$335K	Hold	314	–	–	0.18%	74
2026 Q1	$223K	Buy	+314	New	+$217K	0.13%	83
2025 Q1	–	Sell	-2,581	Closed	-$936K	–	88
2024 Q4	$936K	Sell	2,581 -117	-4%	-$45.4K	0.67%	36
2024 Q3	$1.06M	Sell	2,698 -363	-12%	-$125K	0.79%	29
2024 Q2	$1.02M	Sell	3,061 -120	-4%	-$41.6K	0.74%	33
2024 Q1	$1.17M	Sell	3,181 -164	-5%	-$52.4K	0.89%	25
2023 Q4	$989K	Sell	3,345 -337	-9%	-$87.4K	0.83%	33
2023 Q3	$1.01M	Sell	3,682 -52	-1%	-$14.1K	0.94%	32
2023 Q2	$919K	Sell	3,734 -271	-7%	-$60.4K	0.83%	34
2023 Q1	$917K	Buy	+4,005	New	+$968K	0.87%	34
2022 Q3	–	Sell	-3,932	Closed	-$703K	–	67
2022 Q2	$703K	Buy	+3,932	New	+$829K	0.66%	39

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

WealthTrust Asset Management's CAT Position: Q2 2026 in Review

WealthTrust Asset Management held its Caterpillar (CAT) position steady in Q2 2026 at 314 shares worth $335K. The position accounts for 0.18% of the portfolio, ranked #74.

WealthTrust Asset Management first reported a position in CAT in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.17M in Q1 2024. 1,785 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

WealthTrust Asset Management held 314 shares of Caterpillar worth $335K as of Q2 2026.
WealthTrust Asset Management left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.18% of WealthTrust Asset Management's portfolio in Q2 2026, its #74 holding.
WealthTrust Asset Management first reported a position in Caterpillar in Q2 2022 and has held it in 11 quarters since.
WealthTrust Asset Management's Caterpillar position peaked at $1.17M in Q1 2024.
1,785 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on WealthTrust Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.