Arbor Wealth Advisors’s Caterpillar CAT Stock Holding History

Arbor 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	$1.98M	Hold	2,437	–	–	1.23%	15
2026 Q2	$2.6M	Hold	2,437	–	–	1.59%	13
2026 Q1	$1.73M	Hold	2,437	–	–	1.21%	15
2025 Q4	$1.4M	Hold	2,437	–	–	0.99%	19
2025 Q3	$1.16M	Hold	2,437	–	–	0.87%	20
2025 Q2	$946K	Hold	2,437	–	–	0.77%	21
2025 Q1	$804K	Hold	2,437	–	–	0.72%	22
2024 Q4	$884K	Buy	2,437 +100	+4%	+$38.8K	0.79%	20
2024 Q3	$914K	Hold	2,337	–	–	0.82%	20
2024 Q2	$778K	Hold	2,337	–	–	0.77%	22
2024 Q1	$856K	Hold	2,337	–	–	0.81%	22
2023 Q4	$691K	Buy	+2,337	New	+$606K	0.71%	24

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

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

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

Arbor Wealth Advisors held its Caterpillar (CAT) position steady in Q3 2026 at 2,437 shares worth $1.98M. The position accounts for 1.23% of the portfolio, ranked #15.

Arbor Wealth Advisors first reported a position in CAT in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.6M in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Arbor Wealth Advisors held 2,437 shares of Caterpillar worth $1.98M as of Q3 2026.
Arbor Wealth Advisors left its Caterpillar share count unchanged in Q3 2026.
Caterpillar made up 1.23% of Arbor Wealth Advisors's portfolio in Q3 2026, its #15 holding.
Arbor Wealth Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 12 quarters since.
Arbor Wealth Advisors's Caterpillar position peaked at $2.6M in Q2 2026.
214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Arbor Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.