WWM
CAT icon

Wiser Wealth Management’s Caterpillar CAT Stock Holding History

Wiser Wealth 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 		$280K Buy
+263
New +$231K 0.05% 58

Other funds holding CAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wiser Wealth Management's CAT Position: Q2 2026 in Review

Wiser Wealth Management opened a new position in Caterpillar (CAT) in Q2 2026: 263 shares worth $280K. The stake represents 0.05% of the portfolio and ranks #58 among its holdings.

880 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Wiser Wealth Management held 263 shares of Caterpillar worth $280K as of Q2 2026.
  • Caterpillar was a new Wiser Wealth Management position in Q2 2026.
  • Caterpillar made up 0.05% of Wiser Wealth Management's portfolio in Q2 2026, its #58 holding.
  • 880 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.