Canvas Wealth Advisors’s Caterpillar CAT Stock Holding History

Canvas 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	$493K	Sell	761 -29	-4%	-$24.6K	0.06%	140
2026 Q2	$841K	Sell	790 -147	-16%	-$129K	0.12%	96
2026 Q1	$664K	Sell	937 -90	-9%	-$62.3K	0.11%	103
2025 Q4	$588K	Buy	1,027 +7	+0.7%	+$3.89K	0.1%	104
2025 Q3	$508K	Sell	1,020 -32	-3%	-$13.7K	0.09%	111
2025 Q2	$455K	Buy	1,052 +124	+13%	+$41.3K	0.09%	117
2025 Q1	$270K	Buy	928 +15	+2%	+$5.34K	0.07%	147
2024 Q4	$331K	Buy	913 +86	+10%	+$33.4K	0.08%	127
2024 Q3	$323K	Buy	+827	New	+$286K	0.09%	121
2022 Q2	–	Sell	-1,121	Closed	-$239K	–	131
2022 Q1	$239K	Sell	1,121 -14	-1%	-$2.94K	0.09%	125
2021 Q4	$235K	Buy	+1,135	New	+$229K	0.08%	123
2021 Q3	–	Sell	-955	Closed	-$208K	–	120
2021 Q2	$208K	Buy	955 +65	+7%	+$15K	0.09%	114
2021 Q1	$206K	Buy	+890	New	+$184K	0.12%	110

Other funds holding CAT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Canvas Wealth Advisors reduced its Caterpillar (CAT) stake by 3.7% in Q3 2026, selling an estimated $24.6K and leaving 761 shares worth $493K. The position accounts for 0.06% of the portfolio, ranked #140.

Canvas Wealth Advisors first reported a position in CAT in Q1 2021 and has held it in 13 quarters since. The position peaked at $841K in Q2 2026. 2,554 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Canvas Wealth Advisors held 761 shares of Caterpillar worth $493K as of Q3 2026.
Canvas Wealth Advisors sold 29 Caterpillar shares in Q3 2026, an estimated $24.6K.
Caterpillar made up 0.06% of Canvas Wealth Advisors's portfolio in Q3 2026, its #140 holding.
Canvas Wealth Advisors first reported a position in Caterpillar in Q1 2021 and has held it in 13 quarters since.
Canvas Wealth Advisors's Caterpillar position peaked at $841K in Q2 2026.
2,554 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Canvas Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.