AWA
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Aletheian Wealth Advisors’s Caterpillar CAT Stock Holding History

Aletheian Wealth 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 		$561K Buy
692
+14
+2% +$11.9K 0.23% 60
2026
Q2 		$722K Buy
678
+42
+7% +$36.9K 0.31% 51
2026
Q1 		$451K Buy
+636
New +$441K 0.22% 60
2025
Q3 		$334K Sell
699
-12
-2% -$5.12K 0.16% 72
2025
Q2 		$276K Sell
711
-4
-0.6% -$1.33K 0.14% 76
2025
Q1 		$236K Buy
+715
New +$255K 0.13% 80

Other funds holding CAT

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

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

Aletheian Wealth Advisors increased its Caterpillar (CAT) stake by 2.1% in Q3 2026, buying an estimated $11.9K and bringing the position to 692 shares worth $561K. The position accounts for 0.23% of the portfolio, ranked #60.

Aletheian Wealth Advisors first reported a position in CAT in Q1 2025 and has held it in 6 quarters since. The position peaked at $722K in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Aletheian Wealth Advisors held 692 shares of Caterpillar worth $561K as of Q3 2026.
  • Aletheian Wealth Advisors bought 14 Caterpillar shares in Q3 2026, an estimated $11.9K.
  • Caterpillar made up 0.23% of Aletheian Wealth Advisors's portfolio in Q3 2026, its #60 holding.
  • Aletheian Wealth Advisors first reported a position in Caterpillar in Q1 2025 and has held it in 6 quarters since.
  • Aletheian Wealth Advisors's Caterpillar position peaked at $722K in Q2 2026.
  • 214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.