Boyd Wealth Management’s Caterpillar CAT Stock Holding History

Boyd 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	$365K	Buy	+450	New	+$382K	0.13%	50

Other funds holding CAT

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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

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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

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

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

Boyd Wealth Management opened a new position in Caterpillar (CAT) in Q3 2026: 450 shares worth $365K. The stake represents 0.13% of the portfolio and ranks #50 among its holdings.

1,460 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Boyd Wealth Management held 450 shares of Caterpillar worth $365K as of Q3 2026.
Caterpillar was a new Boyd Wealth Management position in Q3 2026.
Caterpillar made up 0.13% of Boyd Wealth Management's portfolio in Q3 2026, its #50 holding.
1,460 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

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