STACKSTONE WEALTH, LLC’s Caterpillar CAT Stock Holding History

STACKSTONE WEALTH, LLC’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 Q3	$1.77M	Buy	+2,178	New	+$1.85M	0.17%	147

Other funds holding CAT

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

STACKSTONE WEALTH, LLC's CAT Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Caterpillar (CAT) in Q3 2026: 2,178 shares worth $1.77M. The stake represents 0.17% of the portfolio and ranks #147 among its holdings.

963 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

STACKSTONE WEALTH, LLC held 2,178 shares of Caterpillar worth $1.77M as of Q3 2026.
Caterpillar was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Caterpillar made up 0.17% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #147 holding.
963 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.