Cove Private Wealth
CAT icon

Cove Private Wealth’s Caterpillar CAT Stock Holding History

Cove Private Wealth’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 		$4.89M Buy
6,027
+59
+1% +$50K 0.86% 23
2026
Q2 		$6.36M Buy
5,968
+1,330
+29% +$1.17M 1.23% 16
2026
Q1 		$3.29M Buy
4,638
+2,085
+82% +$1.44M 0.75% 26
2025
Q4 		$1.46M Buy
2,553
+194
+8% +$108K 0.44% 55
2025
Q3 		$1.13M Hold
2,359
– – 0.36% 68
2025
Q2 		$916K Buy
2,359
+704
+43% +$235K 0.32% 73
2025
Q1 		$546K Buy
1,655
+245
+17% +$87.3K 0.29% 84
2024
Q4 		$511K Buy
+1,410
New +$547K 0.31% 66

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Cove Private Wealth's CAT Position: Q3 2026 in Review

Cove Private Wealth increased its Caterpillar (CAT) stake by 0.99% in Q3 2026, buying an estimated $50K and bringing the position to 6,027 shares worth $4.89M. The position accounts for 0.86% of the portfolio, ranked #23.

Cove Private Wealth first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.36M in Q2 2026. 1,750 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Cove Private Wealth held 6,027 shares of Caterpillar worth $4.89M as of Q3 2026.
  • Cove Private Wealth bought 59 Caterpillar shares in Q3 2026, an estimated $50K.
  • Caterpillar made up 0.86% of Cove Private Wealth's portfolio in Q3 2026, its #23 holding.
  • Cove Private Wealth first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
  • Cove Private Wealth's Caterpillar position peaked at $6.36M in Q2 2026.
  • 1,750 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.