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Compton Wealth Advisory Group’s Caterpillar CAT Stock Holding History

Compton Wealth Advisory Group’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 		$5.58M Sell
6,755
-175
-3% -$148K 1.14% 24
2026
Q2 		$6.87M Sell
6,930
-11
-0.2% -$9.7K 1.39% 21
2026
Q1 		$5.07M Buy
6,941
+231
+3% +$160K 1.13% 24
2025
Q4 		$3.84M Sell
6,710
-100
-1% -$55.6K 0.84% 26
2025
Q3 		$3.25M Buy
6,810
+277
+4% +$118K 0.75% 28
2025
Q2 		$2.54M Buy
6,533
+93
+1% +$31K 0.64% 32
2025
Q1 		$2.12M Sell
6,440
-886
-12% -$316K 0.59% 36
2024
Q4 		$2.66M Sell
7,326
-64
-0.9% -$24.8K 0.69% 33
2024
Q3 		$2.89M Buy
7,390
+58
+0.8% +$20K 0.73% 31
2024
Q2 		$2.44M Buy
7,332
+639
+10% +$222K 0.65% 34
2024
Q1 		$2.45M Buy
6,693
+419
+7% +$134K 0.67% 31
2023
Q4 		$1.86M Buy
6,274
+4,889
+353% +$1.27M 0.58% 35
2023
Q3 		$378K Buy
+1,385
New +$376K 0.13% 76
2019
Q4 		– Sell
-8,833
Closed -$1.12M – 61
2019
Q3 		$1.12M Buy
8,833
+2,643
+43% +$336K 0.61% 32
2019
Q2 		$844K Buy
6,190
+676
+12% +$89.3K 0.43% 40
2019
Q1 		$747K Buy
5,514
+35
+0.6% +$4.65K 0.4% 42
2018
Q4 		$696K Buy
+5,479
New +$713K 0.36% 41

Other funds holding CAT

Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Nichols & Pratt Advisers
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

Compton Wealth Advisory Group's CAT Position: Q3 2026 in Review

Compton Wealth Advisory Group reduced its Caterpillar (CAT) stake by 2.5% in Q3 2026, selling an estimated $148K and leaving 6,755 shares worth $5.58M. The position accounts for 1.14% of the portfolio, ranked #24.

Compton Wealth Advisory Group first reported a position in CAT in Q4 2018 and has held it in 17 quarters since. The position peaked at $6.87M in Q2 2026. 821 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Compton Wealth Advisory Group held 6,755 shares of Caterpillar worth $5.58M as of Q3 2026.
  • Compton Wealth Advisory Group sold 175 Caterpillar shares in Q3 2026, an estimated $148K.
  • Caterpillar made up 1.14% of Compton Wealth Advisory Group's portfolio in Q3 2026, its #24 holding.
  • Compton Wealth Advisory Group first reported a position in Caterpillar in Q4 2018 and has held it in 17 quarters since.
  • Compton Wealth Advisory Group's Caterpillar position peaked at $6.87M in Q2 2026.
  • 821 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q3 2026, filed 13 Oct 2026.