Ariadne Wealth Management
CAT icon

Ariadne Wealth Management’s Caterpillar CAT Stock Holding History

Ariadne 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 		$379K Buy
468
+40
+9% +$33.9K 0.17% 151
2026
Q2 		$456K Buy
+428
New +$376K 0.2% 123
2026
Q1 		– Sell
-457
Closed -$347K – 252
2025
Q4 		$347K Sell
457
-19
-4% -$10.6K 0.14% 152
2025
Q3 		$264K Buy
+476
New +$203K 0.12% 187
2024
Q4 		– Sell
-542
Closed -$222K – 230
2024
Q3 		$222K Buy
+542
New +$187K 0.12% 181

Other funds holding CAT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Ariadne Wealth Management increased its Caterpillar (CAT) stake by 9.3% in Q3 2026, buying an estimated $33.9K and bringing the position to 468 shares worth $379K. The position accounts for 0.17% of the portfolio, ranked #151.

Ariadne Wealth Management first reported a position in CAT in Q3 2024 and has held it in 5 quarters since. The position peaked at $456K in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Ariadne Wealth Management held 468 shares of Caterpillar worth $379K as of Q3 2026.
  • Ariadne Wealth Management bought 40 Caterpillar shares in Q3 2026, an estimated $33.9K.
  • Caterpillar made up 0.17% of Ariadne Wealth Management's portfolio in Q3 2026, its #151 holding.
  • Ariadne Wealth Management first reported a position in Caterpillar in Q3 2024 and has held it in 5 quarters since.
  • Ariadne Wealth Management's Caterpillar position peaked at $456K in Q2 2026.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Ariadne Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.