Consilium Wealth Advisory’s Caterpillar CAT Stock Holding History

Consilium Wealth Advisory’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	2,534 +128	+5%	+$109K	0.61%	36
2026 Q2	$2.56M	Buy	2,406 +734	+44%	+$645K	0.76%	32
2026 Q1	$1.18M	Buy	1,672 +604	+57%	+$418K	0.4%	41
2025 Q4	$612K	Hold	1,068	–	–	0.23%	62
2025 Q3	$510K	Sell	1,068 -13	-1%	-$5.55K	0.2%	68
2025 Q2	$420K	Sell	1,081 -19	-2%	-$6.33K	0.18%	73
2025 Q1	$363K	Buy	1,100 +19	+2%	+$6.77K	0.18%	72
2024 Q4	$392K	Buy	1,081 +2	+0.2%	+$776	0.19%	67
2024 Q3	$422K	Hold	1,079	–	–	0.23%	60
2024 Q2	$359K	Hold	1,079	–	–	0.2%	64
2024 Q1	$395K	Sell	1,079 -30	-3%	-$9.6K	0.22%	62
2023 Q4	$328K	Buy	1,109 +31	+3%	+$8.04K	0.2%	68
2023 Q3	$294K	Hold	1,078	–	–	0.21%	65
2023 Q2	$265K	Buy	1,078 +1	+0.1%	+$223	0.18%	72
2023 Q1	$247K	Hold	1,077	–	–	0.21%	68
2022 Q4	$258K	Buy	+1,077	New	+$234K	0.22%	70
2022 Q2	–	Sell	-1,076	Closed	-$240K	–	74
2022 Q1	$240K	Sell	1,076 -16	-1%	-$3.36K	0.17%	78
2021 Q4	$226K	Buy	+1,092	New	+$220K	0.15%	86

Other funds holding CAT

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Consilium Wealth Advisory's CAT Position: Q3 2026 in Review

Consilium Wealth Advisory increased its Caterpillar (CAT) stake by 5.3% in Q3 2026, buying an estimated $109K and bringing the position to 2,534 shares worth $2.05M. The position accounts for 0.61% of the portfolio, ranked #36.

Consilium Wealth Advisory first reported a position in CAT in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.56M in Q2 2026. 2,153 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Consilium Wealth Advisory held 2,534 shares of Caterpillar worth $2.05M as of Q3 2026.
Consilium Wealth Advisory bought 128 Caterpillar shares in Q3 2026, an estimated $109K.
Caterpillar made up 0.61% of Consilium Wealth Advisory's portfolio in Q3 2026, its #36 holding.
Consilium Wealth Advisory first reported a position in Caterpillar in Q4 2021 and has held it in 18 quarters since.
Consilium Wealth Advisory's Caterpillar position peaked at $2.56M in Q2 2026.
2,153 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.