BAWM
CAT icon

Bennett Associates Wealth Management’s Caterpillar CAT Stock Holding History

Bennett Associates 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 		$591K Sell
729
-27
-4% -$22.9K 0.36% 29
2026
Q2 		$805K Buy
756
+3
+0.4% +$2.64K 0.5% 25
2026
Q1 		$533K Buy
753
+101
+15% +$70K 0.36% 30
2025
Q4 		$374K Buy
+652
New +$362K 0.26% 37

Other funds holding CAT

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
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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bennett Associates Wealth Management's CAT Position: Q3 2026 in Review

Bennett Associates Wealth Management reduced its Caterpillar (CAT) stake by 3.6% in Q3 2026, selling an estimated $22.9K and leaving 729 shares worth $591K. The position accounts for 0.36% of the portfolio, ranked #29.

Bennett Associates Wealth Management first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $805K in Q2 2026. 3,345 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Bennett Associates Wealth Management held 729 shares of Caterpillar worth $591K as of Q3 2026.
  • Bennett Associates Wealth Management sold 27 Caterpillar shares in Q3 2026, an estimated $22.9K.
  • Caterpillar made up 0.36% of Bennett Associates Wealth Management's portfolio in Q3 2026, its #29 holding.
  • Bennett Associates Wealth Management first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
  • Bennett Associates Wealth Management's Caterpillar position peaked at $805K in Q2 2026.
  • 3,345 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.