Yarger Wealth Strategies’s Caterpillar CAT Stock Holding History

Yarger Wealth Strategies’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	$640K	Buy	672 +20	+3%	+$17.6K	0.23%	73
2026 Q1	$462K	Sell	652 -4	-0.6%	-$2.77K	0.19%	81
2025 Q4	$376K	Buy	656 +7	+1%	+$3.89K	0.16%	84
2025 Q3	$310K	Buy	649 +21	+3%	+$8.96K	0.14%	94
2025 Q2	$244K	Buy	+628	New	+$209K	0.13%	98
2025 Q1	–	Sell	-578	Closed	-$210K	–	99
2024 Q4	$210K	Buy	578 +14	+2%	+$5.43K	0.12%	86
2024 Q3	$220K	Buy	+564	New	+$195K	0.12%	88
2024 Q2	–	Sell	-550	Closed	-$201K	–	85
2024 Q1	$201K	Buy	+550	New	+$176K	0.14%	78

Other funds holding CAT

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Yarger Wealth Strategies's CAT Position: Q2 2026 in Review

Yarger Wealth Strategies increased its Caterpillar (CAT) stake by 3.1% in Q2 2026, buying an estimated $17.6K and bringing the position to 672 shares worth $640K. The position accounts for 0.23% of the portfolio, ranked #73.

Yarger Wealth Strategies first reported a position in CAT in Q1 2024 and has held it in 8 quarters since. 1,016 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Yarger Wealth Strategies held 672 shares of Caterpillar worth $640K as of Q2 2026.
Yarger Wealth Strategies bought 20 Caterpillar shares in Q2 2026, an estimated $17.6K.
Caterpillar made up 0.23% of Yarger Wealth Strategies's portfolio in Q2 2026, its #73 holding.
Yarger Wealth Strategies first reported a position in Caterpillar in Q1 2024 and has held it in 8 quarters since.
1,016 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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