Corepath Wealth Partners
CAT icon

Corepath Wealth Partners’s Caterpillar CAT Stock Holding History

Corepath 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 		– Sell
-213
Closed -$202K – 36
2026
Q2 		$202K Buy
+213
New +$187K 0.13% 46
2025
Q4 		– Sell
-425
Closed -$211K – 43
2025
Q3 		$211K Buy
+425
New +$181K 0.15% 37

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Fjarde Ap-fonden
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Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 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
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Pinnacle Associates
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Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

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

Corepath Wealth Partners sold out of Caterpillar (CAT) in Q3 2026, closing a stake of 213 shares — an estimated $202K sold.

Corepath Wealth Partners first reported a position in CAT in Q3 2025 and held it in 2 quarters. The position peaked at $211K in Q3 2025. 1,071 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Corepath Wealth Partners reported no remaining Caterpillar position as of Q3 2026 after selling out during the quarter.
  • Corepath Wealth Partners sold 213 Caterpillar shares in Q3 2026, an estimated $202K.
  • Corepath Wealth Partners first reported a position in Caterpillar in Q3 2025 and held it in 2 quarters.
  • Corepath Wealth Partners's Caterpillar position peaked at $211K in Q3 2025.
  • 1,071 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Corepath Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.