BankPlus Wealth Management’s Caterpillar CAT Stock Holding History

BankPlus 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	$919K	Sell	1,134 -4	-0.4%	-$3.39K	0.4%	41
2026 Q2	$1.21M	Sell	1,138 -25	-2%	-$22K	0.55%	32
2026 Q1	$824K	Sell	1,163 -241	-17%	-$167K	0.43%	39
2025 Q4	$804K	Sell	1,404 -5	-0.4%	-$2.78K	0.44%	37
2025 Q3	$673K	Buy	1,409 +16	+1%	+$6.83K	0.4%	44
2025 Q2	$541K	Buy	1,393 +19	+1%	+$6.33K	0.36%	53
2025 Q1	$453K	Buy	1,374 +22	+2%	+$7.84K	0.33%	59
2024 Q4	$490K	Buy	+1,352	New	+$524K	0.37%	55

Other funds holding CAT

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

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

BankPlus Wealth Management reduced its Caterpillar (CAT) stake by 0.35% in Q3 2026, selling an estimated $3.39K and leaving 1,134 shares worth $919K. The position accounts for 0.4% of the portfolio, ranked #41.

BankPlus Wealth Management first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.21M in Q2 2026. 2,275 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

BankPlus Wealth Management held 1,134 shares of Caterpillar worth $919K as of Q3 2026.
BankPlus Wealth Management sold 4 Caterpillar shares in Q3 2026, an estimated $3.39K.
Caterpillar made up 0.4% of BankPlus Wealth Management's portfolio in Q3 2026, its #41 holding.
BankPlus Wealth Management first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
BankPlus Wealth Management's Caterpillar position peaked at $1.21M in Q2 2026.
2,275 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on BankPlus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.