CogentBlue Wealth Advisors’s Caterpillar CAT Stock Holding History

CogentBlue 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	–	Sell	-527	Closed	-$561K	–	62
2026 Q2	$561K	Buy	527 +9	+2%	+$7.91K	0.32%	49
2026 Q1	$367K	Hold	518	–	–	0.25%	46
2025 Q4	$297K	Hold	518	–	–	0.2%	54
2025 Q3	$247K	Buy	+518	New	+$221K	0.17%	63

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

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

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

CogentBlue Wealth Advisors sold out of Caterpillar (CAT) in Q3 2026, closing a stake of 527 shares — an estimated $561K sold.

CogentBlue Wealth Advisors first reported a position in CAT in Q3 2025 and held it in 4 quarters. The position peaked at $561K in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

CogentBlue Wealth Advisors reported no remaining Caterpillar position as of Q3 2026 after selling out during the quarter.
CogentBlue Wealth Advisors sold 527 Caterpillar shares in Q3 2026, an estimated $561K.
CogentBlue Wealth Advisors first reported a position in Caterpillar in Q3 2025 and held it in 4 quarters.
CogentBlue Wealth Advisors's Caterpillar position peaked at $561K in Q2 2026.
214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

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