BCO Wealth Management’s Caterpillar CAT Stock Holding History

BCO 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	$300K	Hold	370	–	–	0.16%	33
2026 Q2	$394K	Hold	370	–	–	0.21%	30
2026 Q1	$262K	Hold	370	–	–	0.16%	32
2025 Q4	$212K	Buy	+370	New	+$206K	0.13%	36
2025 Q3	–	Sell	-592	Closed	-$230K	–	38
2025 Q2	$230K	Buy	+592	New	+$197K	0.16%	31
2025 Q1	–	Sell	-585	Closed	-$212K	–	32
2024 Q4	$212K	Buy	+585	New	+$227K	0.18%	30

Other funds holding CAT

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

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

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

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

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

BCO Wealth Management held its Caterpillar (CAT) position steady in Q3 2026 at 370 shares worth $300K. The position accounts for 0.16% of the portfolio, ranked #33.

BCO Wealth Management first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $394K in Q2 2026. 1,684 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

BCO Wealth Management held 370 shares of Caterpillar worth $300K as of Q3 2026.
BCO Wealth Management left its Caterpillar share count unchanged in Q3 2026.
Caterpillar made up 0.16% of BCO Wealth Management's portfolio in Q3 2026, its #33 holding.
BCO Wealth Management first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
BCO Wealth Management's Caterpillar position peaked at $394K in Q2 2026.
1,684 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on BCO Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.