Crown Wealth Group
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Crown Wealth Group’s Caterpillar CAT Stock Holding History

Crown Wealth 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 		$1.08M Buy
1,336
+243
+22% +$206K 0.27% 51
2026
Q2 		$1.16M Buy
1,093
+29
+3% +$25.5K 0.3% 48
2026
Q1 		$754K Buy
1,064
+42
+4% +$29.1K 0.22% 55
2025
Q4 		$585K Buy
1,022
+68
+7% +$37.8K 0.16% 62
2025
Q3 		$455K Buy
954
+113
+13% +$48.2K 0.14% 70
2025
Q2 		$326K Sell
841
-26
-3% -$8.67K 0.12% 78
2025
Q1 		$286K Buy
867
+13
+2% +$4.63K 0.15% 71
2024
Q4 		$310K Buy
854
+15
+2% +$5.82K 0.13% 82
2024
Q3 		$328K Sell
839
-15
-2% -$5.18K 0.14% 80
2024
Q2 		$284K Buy
854
+22
+3% +$7.63K 0.14% 78
2024
Q1 		$305K Buy
832
+36
+5% +$11.5K 0.16% 72
2023
Q4 		$235K Buy
+796
New +$206K 0.14% 78
2023
Q1 		– Sell
-970
Closed -$232K – 68
2022
Q4 		$232K Buy
+970
New +$211K 0.22% 56
2022
Q2 		– Sell
-907
Closed -$202K – 74
2022
Q1 		$202K Buy
+907
New +$190K 0.14% 91

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 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

Crown Wealth Group's CAT Position: Q3 2026 in Review

Crown Wealth Group increased its Caterpillar (CAT) stake by 22% in Q3 2026, buying an estimated $206K and bringing the position to 1,336 shares worth $1.08M. The position accounts for 0.27% of the portfolio, ranked #51.

Crown Wealth Group first reported a position in CAT in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.16M in Q2 2026. 1,890 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Crown Wealth Group held 1,336 shares of Caterpillar worth $1.08M as of Q3 2026.
  • Crown Wealth Group bought 243 Caterpillar shares in Q3 2026, an estimated $206K.
  • Caterpillar made up 0.27% of Crown Wealth Group's portfolio in Q3 2026, its #51 holding.
  • Crown Wealth Group first reported a position in Caterpillar in Q1 2022 and has held it in 14 quarters since.
  • Crown Wealth Group's Caterpillar position peaked at $1.16M in Q2 2026.
  • 1,890 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.