XWM
CAT icon

Xcel Wealth Management’s Caterpillar CAT Stock Holding History

Xcel 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 		$5.37M Sell
5,042
-34
-0.7% -$29.9K 1.28% 22
2026
Q1 		$3.6M Sell
5,076
-1,500
-23% -$1.04M 0.99% 26
2025
Q4 		$3.77M Buy
6,576
+31
+0.5% +$17.2K 0.96% 25
2025
Q3 		$3.12M Buy
6,545
+2,585
+65% +$1.1M 0.81% 33
2025
Q2 		$1.54M Buy
3,960
+439
+12% +$146K 0.44% 54
2025
Q1 		$1.16M Sell
3,521
-449
-11% -$160K 0.36% 58
2024
Q4 		$1.44M Buy
3,970
+1
+0% +$388 0.4% 47
2024
Q3 		$1.55M Sell
3,969
-529
-12% -$183K 0.45% 48
2024
Q2 		$1.5M Sell
4,498
-151
-3% -$52.4K 0.47% 45
2024
Q1 		$1.7M Sell
4,649
-398
-8% -$127K 0.53% 44
2023
Q4 		$1.49M Sell
5,047
-49
-1% -$12.7K 0.52% 46
2023
Q3 		$1.39M Sell
5,096
-48
-0.9% -$13K 0.55% 45
2023
Q2 		$1.27M Buy
5,144
+451
+10% +$101K 0.4% 57
2023
Q1 		$1.07M Buy
4,693
+858
+22% +$207K 0.38% 56
2022
Q4 		$919K Hold
3,835
– – 0.36% 57
2022
Q3 		$629K Hold
3,835
– – 0.23% 68
2022
Q2 		$686K Buy
3,835
+1
+0% +$211 0.25% 67
2022
Q1 		$854K Sell
3,834
-100
-3% -$21K 0.23% 76
2021
Q4 		$813K Buy
3,934
+101
+3% +$20.3K 0.21% 80
2021
Q3 		$736K Hold
3,833
– – 0.21% 80
2021
Q2 		$834K Sell
3,833
-1,250
-25% -$289K 0.25% 75
2021
Q1 		$1.18M Sell
5,083
-749
-13% -$155K 0.42% 57
2020
Q4 		$1.06M Sell
5,832
-109
-2% -$18.5K 0.46% 49
2020
Q3 		$886K Sell
5,941
-858
-13% -$121K 0.46% 49
2020
Q2 		$860K Sell
6,799
-2,548
-27% -$302K 0.53% 42
2020
Q1 		$1.08M Sell
9,347
-649
-6% -$82.9K 0.98% 31
2019
Q4 		$1.48M Sell
9,996
-4,697
-32% -$655K 1.23% 25
2019
Q3 		$1.85M Buy
14,693
+6,157
+72% +$782K 1.72% 20
2019
Q2 		$1.16M Buy
8,536
+1
+0% +$132 1.14% 30
2019
Q1 		$1.16M Sell
8,535
-579
-6% -$76.9K 1.19% 27
2018
Q4 		$1.16M Buy
+9,114
New +$1.19M 1.42% 25

Other funds holding CAT

New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
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
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Xcel Wealth Management reduced its Caterpillar (CAT) stake by 0.67% in Q2 2026, selling an estimated $29.9K and leaving 5,042 shares worth $5.37M. The position accounts for 1.28% of the portfolio, ranked #22.

Xcel Wealth Management first reported a position in CAT in Q4 2018 and has held it in 31 quarters since. 1,773 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Xcel Wealth Management held 5,042 shares of Caterpillar worth $5.37M as of Q2 2026.
  • Xcel Wealth Management sold 34 Caterpillar shares in Q2 2026, an estimated $29.9K.
  • Caterpillar made up 1.28% of Xcel Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Xcel Wealth Management first reported a position in Caterpillar in Q4 2018 and has held it in 31 quarters since.
  • 1,773 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.