4Wealth Advisors’s Caterpillar CAT Stock Holding History

4Wealth Advisors’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	$210K	Sell	254 -335	-57%	-$284K	0.15%	133
2026 Q2	$609K	Sell	589 -17	-3%	-$14.9K	0.47%	65
2026 Q1	$405K	Sell	606 -104	-15%	-$72K	0.35%	94
2025 Q4	$407K	Sell	710 -2	-0.3%	-$1.11K	0.35%	93
2025 Q3	$340K	Sell	712 -679	-49%	-$290K	0.3%	102
2025 Q2	$540K	Sell	1,391 -10	-0.7%	-$3.33K	0.55%	64
2025 Q1	$462K	Buy	1,401 +323	+30%	+$115K	0.5%	69
2024 Q4	$391K	Buy	+1,078	New	+$418K	0.39%	86

Other funds holding CAT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

4Wealth Advisors's CAT Position: Q3 2026 in Review

4Wealth Advisors reduced its Caterpillar (CAT) stake by 57% in Q3 2026, selling an estimated $284K and leaving 254 shares worth $210K. The position accounts for 0.15% of the portfolio, ranked #133.

4Wealth Advisors first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $609K in Q2 2026. 3,040 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

4Wealth Advisors held 254 shares of Caterpillar worth $210K as of Q3 2026.
4Wealth Advisors sold 335 Caterpillar shares in Q3 2026, an estimated $284K.
Caterpillar made up 0.15% of 4Wealth Advisors's portfolio in Q3 2026, its #133 holding.
4Wealth Advisors first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
4Wealth Advisors's Caterpillar position peaked at $609K in Q2 2026.
3,040 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.