Bestgate Wealth Advisors’s Caterpillar CAT Stock Holding History

Bestgate Wealth Advisors’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	$213K	Buy	+263	New	+$223K	0.14%	74

Other funds holding CAT

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

NPA

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

Bestgate Wealth Advisors's CAT Position: Q3 2026 in Review

Bestgate Wealth Advisors opened a new position in Caterpillar (CAT) in Q3 2026: 263 shares worth $213K. The stake represents 0.14% of the portfolio and ranks #74 among its holdings.

693 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Bestgate Wealth Advisors held 263 shares of Caterpillar worth $213K as of Q3 2026.
Caterpillar was a new Bestgate Wealth Advisors position in Q3 2026.
Caterpillar made up 0.14% of Bestgate Wealth Advisors's portfolio in Q3 2026, its #74 holding.
693 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

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