CMH Wealth Management’s Caterpillar CAT Stock Holding History

CMH 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	$2.23M	Sell	2,753 -740	-21%	-$628K	0.34%	61
2026 Q2	$3.72M	Sell	3,493 -167	-5%	-$147K	0.57%	51
2026 Q1	$2.59M	Buy	+3,660	New	+$2.53M	0.45%	60
2019 Q3	–	Sell	-16,806	Closed	-$2.29M	–	52
2019 Q2	$2.29M	Sell	16,806 -8,385	-33%	-$1.11M	1.34%	35
2019 Q1	$3.41M	Buy	25,191 +820	+3%	+$109K	2.07%	15
2018 Q4	$3.1M	Buy	24,371 +10,150	+71%	+$1.32M	1.87%	17
2018 Q3	$2.17M	Sell	14,221 -10,395	-42%	-$1.47M	1.13%	33
2018 Q2	$3.36M	Buy	24,616 +14,491	+143%	+$2.17M	1.92%	15
2018 Q1	$1.46M	Buy	+10,125	New	+$1.6M	0.98%	40

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

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

CMH Wealth Management reduced its Caterpillar (CAT) stake by 21% in Q3 2026, selling an estimated $628K and leaving 2,753 shares worth $2.23M. The position accounts for 0.34% of the portfolio, ranked #61.

CMH Wealth Management first reported a position in CAT in Q1 2018 and has held it in 9 quarters since. The position peaked at $3.72M in Q2 2026. 1,272 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

CMH Wealth Management held 2,753 shares of Caterpillar worth $2.23M as of Q3 2026.
CMH Wealth Management sold 740 Caterpillar shares in Q3 2026, an estimated $628K.
Caterpillar made up 0.34% of CMH Wealth Management's portfolio in Q3 2026, its #61 holding.
CMH Wealth Management first reported a position in Caterpillar in Q1 2018 and has held it in 9 quarters since.
CMH Wealth Management's Caterpillar position peaked at $3.72M in Q2 2026.
1,272 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on CMH Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.