Cassaday & Co Wealth Management
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Cassaday & Co Wealth Management’s Caterpillar CAT Stock Holding History

Cassaday & Co 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 		$2.05M Buy
2,524
+313
+14% +$265K 0.04% 101
2026
Q2 		$2.35M Buy
2,211
+74
+3% +$65K 0.04% 86
2026
Q1 		$1.51M Sell
2,137
-82
-4% -$56.8K 0.03% 105
2025
Q4 		$1.27M Buy
2,219
+94
+4% +$52.2K 0.03% 116
2025
Q3 		$1.01M Buy
2,125
+22
+1% +$9.39K 0.02% 134
2025
Q2 		$816K Buy
2,103
+5
+0.2% +$1.67K 0.02% 151
2025
Q1 		$692K Sell
2,098
-15
-0.7% -$5.34K 0.02% 163
2024
Q4 		$766K Buy
2,113
+472
+29% +$183K 0.02% 145
2024
Q3 		$642K Sell
1,641
-34
-2% -$11.7K 0.02% 159
2024
Q2 		$558K Sell
1,675
-202
-11% -$70K 0.02% 160
2024
Q1 		$688K Buy
1,877
+226
+14% +$72.2K 0.02% 146
2023
Q4 		$488K Sell
1,651
-172
-9% -$44.6K 0.02% 163
2023
Q3 		$498K Buy
1,823
+309
+20% +$83.8K 0.02% 151
2023
Q2 		$373K Sell
1,514
-170
-10% -$37.9K 0.01% 179
2023
Q1 		$385K Sell
1,684
-102
-6% -$24.7K 0.02% 176
2022
Q4 		$428K Buy
+1,786
New +$389K 0.02% 159

Other funds holding CAT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cassaday & Co Wealth Management's CAT Position: Q3 2026 in Review

Cassaday & Co Wealth Management increased its Caterpillar (CAT) stake by 14% in Q3 2026, buying an estimated $265K and bringing the position to 2,524 shares worth $2.05M. The position accounts for 0.04% of the portfolio, ranked #101.

Cassaday & Co Wealth Management first reported a position in CAT in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.35M in Q2 2026. 3,314 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Cassaday & Co Wealth Management held 2,524 shares of Caterpillar worth $2.05M as of Q3 2026.
  • Cassaday & Co Wealth Management bought 313 Caterpillar shares in Q3 2026, an estimated $265K.
  • Caterpillar made up 0.04% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #101 holding.
  • Cassaday & Co Wealth Management first reported a position in Caterpillar in Q4 2022 and has held it in 16 quarters since.
  • Cassaday & Co Wealth Management's Caterpillar position peaked at $2.35M in Q2 2026.
  • 3,314 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.