CAWM
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Capital Advisors Wealth Management’s Caterpillar CAT Stock Holding History

Capital Advisors 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 		$1.16M Buy
1,437
+4
+0.3% +$3.39K 0.13% 91
2026
Q2 		$1.53M Buy
1,433
+35
+3% +$30.7K 0.18% 79
2026
Q1 		$991K Buy
1,398
+20
+1% +$13.9K 0.13% 91
2025
Q4 		$789K Buy
1,378
+1
+0.1% +$556 0.11% 101
2025
Q3 		$657K Buy
1,377
+4
+0.3% +$1.71K 0.09% 107
2025
Q2 		$533K Buy
1,373
+46
+3% +$15.3K 0.08% 107
2025
Q1 		$438K Buy
1,327
+60
+5% +$21.4K 0.08% 115
2024
Q4 		$460K Buy
1,267
+103
+9% +$39.9K 0.08% 102
2024
Q3 		$455K Buy
1,164
+1
+0.1% +$345 0.08% 98
2024
Q2 		$387K Hold
1,163
– – 0.08% 100
2024
Q1 		$426K Sell
1,163
-21
-2% -$6.71K 0.09% 95
2023
Q4 		$350K Buy
1,184
+22
+2% +$5.71K 0.08% 99
2023
Q3 		$317K Hold
1,162
– – 0.08% 99
2023
Q2 		$286K Buy
1,162
+81
+7% +$18.1K 0.07% 101
2023
Q1 		$247K Hold
1,081
– – 0.07% 111
2022
Q4 		$259K Buy
+1,081
New +$235K 0.08% 102
2022
Q2 		– Sell
-1,079
Closed -$241K – 119
2022
Q1 		$241K Buy
1,079
+20
+2% +$4.2K 0.07% 106
2021
Q4 		$219K Buy
1,059
+1
+0.1% +$201 0.07% 113
2021
Q3 		$203K Hold
1,058
– – 0.07% 99
2021
Q2 		$230K Hold
1,058
– – 0.09% 84
2021
Q1 		$245K Buy
+1,058
New +$219K 0.11% 82

Other funds holding CAT

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
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Capital Advisors Wealth Management's CAT Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its Caterpillar (CAT) stake by 0.28% in Q3 2026, buying an estimated $3.39K and bringing the position to 1,437 shares worth $1.16M. The position accounts for 0.13% of the portfolio, ranked #91.

Capital Advisors Wealth Management first reported a position in CAT in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.53M in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Capital Advisors Wealth Management held 1,437 shares of Caterpillar worth $1.16M as of Q3 2026.
  • Capital Advisors Wealth Management bought 4 Caterpillar shares in Q3 2026, an estimated $3.39K.
  • Caterpillar made up 0.13% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #91 holding.
  • Capital Advisors Wealth Management first reported a position in Caterpillar in Q1 2021 and has held it in 21 quarters since.
  • Capital Advisors Wealth Management's Caterpillar position peaked at $1.53M in Q2 2026.
  • 214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.