Wisconsin Wealth Advisors’s Caterpillar CAT Stock Holding History

Wisconsin Wealth Advisors’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	$464K	Sell	436 -7	-2%	-$6.15K	0.4%	64
2026 Q1	$314K	Hold	443	–	–	0.31%	74
2025 Q4	$254K	Hold	443	–	–	0.25%	78
2025 Q3	$211K	Buy	+443	New	+$189K	0.2%	84

Other funds holding CAT

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Wisconsin Wealth Advisors's CAT Position: Q2 2026 in Review

Wisconsin Wealth Advisors reduced its Caterpillar (CAT) stake by 1.6% in Q2 2026, selling an estimated $6.15K and leaving 436 shares worth $464K. The position accounts for 0.4% of the portfolio, ranked #64.

Wisconsin Wealth Advisors first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Wisconsin Wealth Advisors held 436 shares of Caterpillar worth $464K as of Q2 2026.
Wisconsin Wealth Advisors sold 7 Caterpillar shares in Q2 2026, an estimated $6.15K.
Caterpillar made up 0.4% of Wisconsin Wealth Advisors's portfolio in Q2 2026, its #64 holding.
Wisconsin Wealth Advisors first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.