BWM
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Buska Wealth Management’s Caterpillar CAT Stock Holding History

Buska 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 		$320K Hold
394
– – 0.11% 58
2026
Q2 		$420K Hold
394
– – 0.15% 50
2026
Q1 		$279K Hold
394
– – 0.11% 59
2025
Q4 		$225K Buy
+394
New +$219K 0.08% 69

Other funds holding CAT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

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

Buska Wealth Management held its Caterpillar (CAT) position steady in Q3 2026 at 394 shares worth $320K. The position accounts for 0.11% of the portfolio, ranked #58.

Buska Wealth Management first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $420K in Q2 2026. 283 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Buska Wealth Management held 394 shares of Caterpillar worth $320K as of Q3 2026.
  • Buska Wealth Management left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.11% of Buska Wealth Management's portfolio in Q3 2026, its #58 holding.
  • Buska Wealth Management first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
  • Buska Wealth Management's Caterpillar position peaked at $420K in Q2 2026.
  • 283 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Buska Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.