BWM
CAT icon

BNC Wealth Management’s Caterpillar CAT Stock Holding History

BNC 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 		$10.1M Buy
12,417
+60
+0.5% +$50.9K 2.31% 11
2026
Q2 		$13.2M Buy
12,357
+63
+0.5% +$55.3K 3.18% 6
2026
Q1 		$8.71M Sell
12,294
-283
-2% -$196K 2.42% 7
2025
Q4 		$7.2M Buy
12,577
+292
+2% +$162K 1.85% 15
2025
Q3 		$5.86M Buy
12,285
+1,005
+9% +$429K 1.48% 21
2025
Q2 		$4.38M Buy
11,280
+498
+5% +$166K 1.3% 30
2025
Q1 		$3.56M Buy
10,782
+208
+2% +$74.1K 1.28% 26
2024
Q4 		$3.84M Buy
10,574
+550
+5% +$213K 1.26% 28
2024
Q3 		$3.92M Buy
10,024
+705
+8% +$243K 1.44% 24
2024
Q2 		$3.1M Buy
9,319
+1,958
+27% +$679K 1.15% 30
2024
Q1 		$2.7M Buy
7,361
+258
+4% +$82.5K 1.15% 31
2023
Q4 		$2.1M Buy
7,103
+5,533
+352% +$1.44M 0.99% 34
2023
Q3 		$429K Sell
1,570
-21
-1% -$5.7K 0.23% 65
2023
Q2 		$391K Sell
1,591
-45
-3% -$10K 0.21% 68
2023
Q1 		$374K Buy
1,636
+3
+0.2% +$725 0.21% 77
2022
Q4 		$391K Sell
1,633
-15
-0.9% -$3.26K 0.23% 78
2022
Q3 		$270K Buy
1,648
+33
+2% +$6.03K 0.16% 85
2022
Q2 		$289K Buy
1,615
+67
+4% +$14.1K 0.15% 93
2022
Q1 		$345K Buy
1,548
+74
+5% +$15.5K 0.17% 84
2021
Q4 		$305K Buy
+1,474
New +$297K 0.14% 91
2020
Q4 		– Sell
-675
Closed -$101K – 155
2020
Q3 		$101K Buy
+675
New +$94.8K 0.07% 115

Other funds holding CAT

Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vontobel Holding
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
Nichols & Pratt Advisers
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

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

BNC Wealth Management increased its Caterpillar (CAT) stake by 0.49% in Q3 2026, buying an estimated $50.9K and bringing the position to 12,417 shares worth $10.1M. The position accounts for 2.31% of the portfolio, ranked #11.

BNC Wealth Management first reported a position in CAT in Q3 2020 and has held it in 21 quarters since. The position peaked at $13.2M in Q2 2026. 821 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • BNC Wealth Management held 12,417 shares of Caterpillar worth $10.1M as of Q3 2026.
  • BNC Wealth Management bought 60 Caterpillar shares in Q3 2026, an estimated $50.9K.
  • Caterpillar made up 2.31% of BNC Wealth Management's portfolio in Q3 2026, its #11 holding.
  • BNC Wealth Management first reported a position in Caterpillar in Q3 2020 and has held it in 21 quarters since.
  • BNC Wealth Management's Caterpillar position peaked at $13.2M in Q2 2026.
  • 821 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on BNC Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.