Altus Wealth Group
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Altus Wealth Group’s Caterpillar CAT Stock Holding History

Altus Wealth Group’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 		$634K Buy
781
+46
+6% +$39K 0.24% 67
2026
Q2 		$783K Buy
735
+86
+13% +$75.5K 0.28% 69
2026
Q1 		$460K Buy
649
+86
+15% +$59.6K 0.19% 87
2025
Q4 		$322K Hold
563
– – 0.13% 103
2025
Q3 		$268K Buy
563
+1
+0.2% +$427 0.11% 114
2025
Q2 		$218K Sell
562
-93
-14% -$31K 0.1% 126
2025
Q1 		$216K Buy
655
+4
+0.6% +$1.42K 0.1% 123
2024
Q4 		$236K Buy
651
+1
+0.2% +$388 0.1% 129
2024
Q3 		$254K Buy
650
+43
+7% +$14.8K 0.11% 123
2024
Q2 		$202K Buy
+607
New +$210K 0.1% 125
2023
Q1 		– Sell
-1,130
Closed -$271K – 134
2022
Q4 		$271K Sell
1,130
-422
-27% -$91.9K 0.21% 107
2022
Q3 		$298K Hold
1,552
– – 0.3% 82
2022
Q2 		$298K Sell
1,552
-1
-0.1% -$211 0.3% 82
2022
Q1 		$346K Hold
1,553
– – 0.28% 74
2021
Q4 		$321K Buy
1,553
+1
+0.1% +$201 0.26% 82
2021
Q3 		$298K Buy
+1,552
New +$323K 0.3% 82
2021
Q1 		– Sell
-404
Closed -$73K – 262
2020
Q4 		$73K Buy
+404
New +$68.5K 0.07% 167

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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Altus Wealth Group's CAT Position: Q3 2026 in Review

Altus Wealth Group increased its Caterpillar (CAT) stake by 6.3% in Q3 2026, buying an estimated $39K and bringing the position to 781 shares worth $634K. The position accounts for 0.24% of the portfolio, ranked #67.

Altus Wealth Group first reported a position in CAT in Q4 2020 and has held it in 17 quarters since. The position peaked at $783K in Q2 2026. 1,772 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Altus Wealth Group held 781 shares of Caterpillar worth $634K as of Q3 2026.
  • Altus Wealth Group bought 46 Caterpillar shares in Q3 2026, an estimated $39K.
  • Caterpillar made up 0.24% of Altus Wealth Group's portfolio in Q3 2026, its #67 holding.
  • Altus Wealth Group first reported a position in Caterpillar in Q4 2020 and has held it in 17 quarters since.
  • Altus Wealth Group's Caterpillar position peaked at $783K in Q2 2026.
  • 1,772 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

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