Balance Wealth
CAT icon

Balance Wealth’s Caterpillar CAT Stock Holding History

Balance Wealth’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 		$164K Buy
+202
New +$171K 0.04% 182

Other funds holding CAT

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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Balance Wealth's CAT Position: Q3 2026 in Review

Balance Wealth opened a new position in Caterpillar (CAT) in Q3 2026: 202 shares worth $164K. The stake represents 0.04% of the portfolio and ranks #182 among its holdings.

2,565 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Balance Wealth held 202 shares of Caterpillar worth $164K as of Q3 2026.
  • Caterpillar was a new Balance Wealth position in Q3 2026.
  • Caterpillar made up 0.04% of Balance Wealth's portfolio in Q3 2026, its #182 holding.
  • 2,565 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.