Brady Martz Wealth Solutions
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Brady Martz Wealth Solutions’s Caterpillar CAT Stock Holding History

Brady Martz Wealth Solutions’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 		$1.08M Sell
1,326
-244
-16% -$207K 0.16% 98
2026
Q2 		$1.67M Buy
1,570
+7
+0.4% +$6.15K 0.25% 82
2026
Q1 		$1.11M Buy
1,563
+444
+40% +$308K 0.19% 90
2025
Q4 		$641K Buy
1,119
+644
+136% +$358K 0.11% 114
2025
Q3 		$227K Buy
+475
New +$203K 0.04% 146
2025
Q2 		– Sell
-633
Closed -$209K – 148
2025
Q1 		$209K Hold
633
– – 0.05% 138
2024
Q4 		$235K Buy
+633
New +$245K 0.06% 137

Other funds holding CAT

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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Brady Martz Wealth Solutions's CAT Position: Q3 2026 in Review

Brady Martz Wealth Solutions reduced its Caterpillar (CAT) stake by 16% in Q3 2026, selling an estimated $207K and leaving 1,326 shares worth $1.08M. The position accounts for 0.16% of the portfolio, ranked #98.

Brady Martz Wealth Solutions first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.67M in Q2 2026. 2,734 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Brady Martz Wealth Solutions held 1,326 shares of Caterpillar worth $1.08M as of Q3 2026.
  • Brady Martz Wealth Solutions sold 244 Caterpillar shares in Q3 2026, an estimated $207K.
  • Caterpillar made up 0.16% of Brady Martz Wealth Solutions's portfolio in Q3 2026, its #98 holding.
  • Brady Martz Wealth Solutions first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • Brady Martz Wealth Solutions's Caterpillar position peaked at $1.67M in Q2 2026.
  • 2,734 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.