Amplius Wealth Advisors’s Caterpillar CAT Stock Holding History

Amplius 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	$499K	Buy	616 +124	+25%	+$105K	0.03%	139
2026 Q2	$524K	Buy	+492	New	+$432K	0.04%	123
2025 Q3	–	Sell	-516	Closed	-$200K	–	183
2025 Q2	$200K	Buy	+516	New	+$172K	0.02%	198
2024 Q4	–	Sell	-559	Closed	-$219K	–	181
2024 Q3	$219K	Sell	559 -42	-7%	-$14.5K	0.02%	165
2024 Q2	$200K	Buy	601 +38	+7%	+$13.2K	0.02%	164
2024 Q1	$206K	Buy	+563	New	+$180K	0.02%	169
2022 Q1	–	Sell	-727	Closed	-$150K	–	273
2021 Q4	$150K	Buy	+727	New	+$146K	0.02%	206

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 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

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 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

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

Amplius Wealth Advisors increased its Caterpillar (CAT) stake by 25% in Q3 2026, buying an estimated $105K and bringing the position to 616 shares worth $499K. The position accounts for 0.03% of the portfolio, ranked #139.

Amplius Wealth Advisors first reported a position in CAT in Q4 2021 and has held it in 7 quarters since. The position peaked at $524K in Q2 2026. 1,272 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Amplius Wealth Advisors held 616 shares of Caterpillar worth $499K as of Q3 2026.
Amplius Wealth Advisors bought 124 Caterpillar shares in Q3 2026, an estimated $105K.
Caterpillar made up 0.03% of Amplius Wealth Advisors's portfolio in Q3 2026, its #139 holding.
Amplius Wealth Advisors first reported a position in Caterpillar in Q4 2021 and has held it in 7 quarters since.
Amplius Wealth Advisors's Caterpillar position peaked at $524K in Q2 2026.
1,272 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

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