Wolff Financial Management’s Caterpillar CAT Stock Holding History

Wolff Financial 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	$4.73M	Sell	4,440 -508	-10%	-$446K	0.94%	18
2026 Q1	$3.51M	Sell	4,948 -20	-0.4%	-$13.9K	0.77%	20
2025 Q4	$2.85M	Sell	4,968 -34	-0.7%	-$18.9K	0.64%	23
2025 Q3	$2.39M	Hold	5,002	–	–	0.55%	24
2025 Q2	$1.94M	Hold	5,002	–	–	0.5%	23
2025 Q1	$1.65M	Hold	5,002	–	–	0.46%	25
2024 Q4	$1.81M	Sell	5,002 -12	-0.2%	-$4.65K	0.5%	23
2024 Q3	$1.96M	Buy	+5,014	New	+$1.73M	0.53%	23
2024 Q2	–	Sell	-5,065	Closed	-$1.86M	–	45
2024 Q1	$1.86M	Sell	5,065 -48	-0.9%	-$15.3K	0.54%	23
2023 Q4	$1.51M	Sell	5,113 -17	-0.3%	-$4.41K	0.47%	28
2023 Q3	$1.4M	Buy	+5,130	New	+$1.39M	0.48%	29
2023 Q2	–	Sell	-5,130	Closed	-$1.17M	–	43
2023 Q1	$1.17M	Hold	5,130	–	–	0.41%	39
2022 Q4	$1.23M	Sell	5,130 -205	-4%	-$44.6K	0.45%	38
2022 Q3	$875K	Sell	5,335 -28	-0.5%	-$5.12K	0.4%	46
2022 Q2	$959K	Sell	5,363 -50	-0.9%	-$10.5K	0.43%	45
2022 Q1	$1.21M	Hold	5,413	–	–	0.48%	41
2021 Q4	$1.12M	Buy	+5,413	New	+$1.09M	0.42%	43
2021 Q1	$1.25M	Hold	5,413	–	–	0.58%	33
2020 Q4	$985K	Hold	5,413	–	–	0.52%	35
2020 Q3	$807K	Sell	5,413 -38	-0.7%	-$5.34K	0.48%	40
2020 Q2	$690K	Hold	5,451	–	–	0.44%	42
2020 Q1	$633K	Buy	5,451 +145	+3%	+$18.5K	0.48%	43
2019 Q4	$784K	Buy	5,306 +124	+2%	+$17.3K	0.52%	37
2019 Q3	$655K	Hold	5,182	–	–	0.48%	43
2019 Q2	$706K	Sell	5,182 -63	-1%	-$8.32K	0.54%	39
2019 Q1	$711K	Hold	5,245	–	–	0.59%	36
2018 Q4	$666K	Buy	+5,245	New	+$682K	0.65%	35

Other funds holding CAT

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

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

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

Wolff Financial Management's CAT Position: Q2 2026 in Review

Wolff Financial Management reduced its Caterpillar (CAT) stake by 10% in Q2 2026, selling an estimated $446K and leaving 4,440 shares worth $4.73M. The position accounts for 0.94% of the portfolio, ranked #18.

Wolff Financial Management first reported a position in CAT in Q4 2018 and has held it in 27 quarters since. 957 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Wolff Financial Management held 4,440 shares of Caterpillar worth $4.73M as of Q2 2026.
Wolff Financial Management sold 508 Caterpillar shares in Q2 2026, an estimated $446K.
Caterpillar made up 0.94% of Wolff Financial Management's portfolio in Q2 2026, its #18 holding.
Wolff Financial Management first reported a position in Caterpillar in Q4 2018 and has held it in 27 quarters since.
957 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.