Cornerstone Wealth Advisors
CAT icon

Cornerstone Wealth Advisors’s Caterpillar CAT Stock Holding History

Cornerstone 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
-196
Closed -$209K – 54
2026
Q2 		$209K Buy
+196
New +$172K 0.04% 55

Other funds holding CAT

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

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

Cornerstone Wealth Advisors sold out of Caterpillar (CAT) in Q3 2026, closing a stake of 196 shares — an estimated $209K sold.

Cornerstone Wealth Advisors first reported a position in CAT in Q2 2026 and held it in 1 quarter. The position peaked at $209K in Q2 2026. 2,293 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Cornerstone Wealth Advisors reported no remaining Caterpillar position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Wealth Advisors sold 196 Caterpillar shares in Q3 2026, an estimated $209K.
  • Cornerstone Wealth Advisors first reported a position in Caterpillar in Q2 2026 and held it in 1 quarter.
  • Cornerstone Wealth Advisors's Caterpillar position peaked at $209K in Q2 2026.
  • 2,293 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.