Clark Wealth Partners
CAT icon

Clark Wealth Partners’s Caterpillar CAT Stock Holding History

Clark Wealth Partners’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 		$277K Buy
342
+8
+2% +$6.78K 0.14% 56
2026
Q2 		$355K Buy
334
+1
+0.3% +$878 0.2% 49
2026
Q1 		$236K Buy
333
+21
+7% +$14.5K 0.16% 50
2025
Q4 		$179K Hold
312
– – 0.11% 59
2025
Q3 		$179K Buy
312
+19
+6% +$8.11K 0.11% 59
2025
Q2 		$114K Sell
293
-23
-7% -$7.67K 0.08% 56
2025
Q1 		$104K Sell
316
-17
-5% -$6.06K 0.08% 59
2024
Q4 		$121K Buy
+333
New +$129K 0.09% 50

Other funds holding CAT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

Clark Wealth Partners's CAT Position: Q3 2026 in Review

Clark Wealth Partners increased its Caterpillar (CAT) stake by 2.4% in Q3 2026, buying an estimated $6.78K and bringing the position to 342 shares worth $277K. The position accounts for 0.14% of the portfolio, ranked #56.

Clark Wealth Partners first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $355K in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Clark Wealth Partners held 342 shares of Caterpillar worth $277K as of Q3 2026.
  • Clark Wealth Partners bought 8 Caterpillar shares in Q3 2026, an estimated $6.78K.
  • Caterpillar made up 0.14% of Clark Wealth Partners's portfolio in Q3 2026, its #56 holding.
  • Clark Wealth Partners first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
  • Clark Wealth Partners's Caterpillar position peaked at $355K in Q2 2026.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.