Accurate Wealth Management
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Accurate Wealth Management’s Caterpillar CAT Stock Holding History

Accurate 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
Q3 		$6.24M Buy
8,061
+377
+5% +$320K 0.54% 32
2026
Q2 		$7.31M Sell
7,684
-518
-6% -$455K 0.7% 22
2026
Q1 		$6.48M Buy
8,202
+670
+9% +$464K 0.78% 24
2025
Q4 		$4.65M Buy
7,532
+448
+6% +$249K 0.59% 26
2025
Q3 		$3.73M Buy
7,084
+53
+0.8% +$22.6K 0.5% 37
2025
Q2 		$2.87M Buy
7,031
+820
+13% +$273K 0.44% 51
2025
Q1 		$1.82M Buy
6,211
+733
+13% +$261K 0.35% 74
2024
Q4 		$1.92M Buy
5,478
+364
+7% +$141K 0.37% 70
2024
Q3 		$1.98M Buy
5,114
+273
+6% +$94.3K 0.4% 69
2024
Q2 		$1.67M Sell
4,841
-541
-10% -$188K 0.4% 64
2024
Q1 		$1.91M Buy
5,382
+4
+0.1% +$1.28K 0.56% 57
2023
Q4 		$1.57M Buy
5,378
+204
+4% +$52.9K 0.49% 60
2023
Q3 		$1.41M Buy
5,174
+678
+15% +$184K 0.44% 62
2023
Q2 		$1.15M Buy
4,496
+384
+9% +$85.6K 0.36% 67
2023
Q1 		$886K Buy
4,112
+501
+14% +$121K 0.31% 78
2022
Q4 		$905K Buy
3,611
+1,051
+41% +$229K 0.33% 64
2022
Q3 		$460K Sell
2,560
-330
-11% -$60.3K 0.19% 99
2022
Q2 		$519K Buy
2,890
+90
+3% +$19K 0.28% 74
2022
Q1 		$624K Buy
2,800
+389
+16% +$81.6K 0.28% 73
2021
Q4 		$492K Buy
2,411
+62
+3% +$12.5K 0.4% 65
2021
Q3 		$457K Buy
2,349
+200
+9% +$41.7K 0.4% 70
2021
Q2 		$468K Buy
+2,149
New +$496K 0.41% 61

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Accurate Wealth Management's CAT Position: Q3 2026 in Review

Accurate Wealth Management increased its Caterpillar (CAT) stake by 4.9% in Q3 2026, buying an estimated $320K and bringing the position to 8,061 shares worth $6.24M. The position accounts for 0.54% of the portfolio, ranked #32.

Accurate Wealth Management first reported a position in CAT in Q2 2021 and has held it in 22 quarters since. The position peaked at $7.31M in Q2 2026. 1,924 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Accurate Wealth Management held 8,061 shares of Caterpillar worth $6.24M as of Q3 2026.
  • Accurate Wealth Management bought 377 Caterpillar shares in Q3 2026, an estimated $320K.
  • Caterpillar made up 0.54% of Accurate Wealth Management's portfolio in Q3 2026, its #32 holding.
  • Accurate Wealth Management first reported a position in Caterpillar in Q2 2021 and has held it in 22 quarters since.
  • Accurate Wealth Management's Caterpillar position peaked at $7.31M in Q2 2026.
  • 1,924 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.