ARS Wealth Advisors Group
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ARS Wealth Advisors Group’s Caterpillar CAT Stock Holding History

ARS Wealth Advisors 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 		$4.14M Buy
5,102
+5
+0.1% +$4.24K 0.3% 53
2026
Q2 		$5.43M Buy
5,097
+51
+1% +$44.8K 0.42% 46
2026
Q1 		$3.57M Buy
5,046
+5
+0.1% +$3.46K 0.3% 50
2025
Q4 		$2.89M Sell
5,041
-201
-4% -$112K 0.26% 51
2025
Q3 		$2.5M Buy
5,242
+28
+0.5% +$12K 0.25% 54
2025
Q2 		$2.02M Sell
5,214
-360
-6% -$120K 0.23% 56
2025
Q1 		$1.84M Sell
5,574
-166
-3% -$59.1K 0.26% 50
2024
Q4 		$2.08M Buy
5,740
+8
+0.1% +$3.1K 0.29% 46
2024
Q3 		$2.24M Buy
5,732
+452
+9% +$156K 0.28% 48
2024
Q2 		$1.76M Buy
5,280
+1
+0% +$347 0.23% 53
2024
Q1 		$1.93M Sell
5,279
-11
-0.2% -$3.52K 0.26% 52
2023
Q4 		$1.56M Sell
5,290
-1,591
-23% -$413K 0.23% 50
2023
Q3 		$1.88M Sell
6,881
-1,150
-14% -$312K 0.31% 53
2023
Q2 		$1.98M Sell
8,031
-3,084
-28% -$688K 0.31% 52
2023
Q1 		$2.54M Sell
11,115
-14,036
-56% -$3.39M 0.47% 46
2022
Q4 		$6.03M Sell
25,151
-1,925
-7% -$419K 0.99% 37
2022
Q3 		$4.44M Buy
27,076
+1,147
+4% +$210K 0.68% 49
2022
Q2 		$4.64M Buy
25,929
+24,829
+2,257% +$5.23M 0.64% 55
2022
Q1 		$245K Sell
1,100
-5
-0.5% -$1.05K 0.04% 114
2021
Q4 		$228K Buy
1,105
+60
+6% +$12.1K 0.04% 131
2021
Q3 		$201K Buy
+1,045
New +$218K 0.04% 131

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

ARS Wealth Advisors Group's CAT Position: Q3 2026 in Review

ARS Wealth Advisors Group increased its Caterpillar (CAT) stake by 0.1% in Q3 2026, buying an estimated $4.24K and bringing the position to 5,102 shares worth $4.14M. The position accounts for 0.3% of the portfolio, ranked #53.

ARS Wealth Advisors Group first reported a position in CAT in Q3 2021 and has held it in 21 quarters since. The position peaked at $6.03M in Q4 2022. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • ARS Wealth Advisors Group held 5,102 shares of Caterpillar worth $4.14M as of Q3 2026.
  • ARS Wealth Advisors Group bought 5 Caterpillar shares in Q3 2026, an estimated $4.24K.
  • Caterpillar made up 0.3% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #53 holding.
  • ARS Wealth Advisors Group first reported a position in Caterpillar in Q3 2021 and has held it in 21 quarters since.
  • ARS Wealth Advisors Group's Caterpillar position peaked at $6.03M in Q4 2022.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.