Curated Wealth Partners
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Curated Wealth Partners’s Caterpillar CAT Stock Holding History

Curated 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 		$1.01M Buy
1,246
+810
+186% +$687K 0.08% 132
2026
Q2 		$464K Buy
+436
New +$383K 0.05% 113
2025
Q1 		– Sell
-2,418
Closed -$877K – 153
2024
Q4 		$877K Sell
2,418
-379
-14% -$147K 0.1% 55
2024
Q3 		$1.09M Buy
2,797
+16
+0.6% +$5.52K 0.14% 44
2024
Q2 		$926K Buy
+2,781
New +$964K 0.13% 46
2024
Q1 		– Sell
-3,320
Closed -$1.06M – 168
2023
Q4 		$982K Sell
3,320
-118
-3% -$30.6K 0.16% 45
2023
Q3 		$939K Sell
3,438
-311
-8% -$84.4K 0.17% 39
2023
Q2 		$922K Sell
3,749
-13
-0.3% -$2.9K 0.18% 40
2023
Q1 		$861K Sell
3,762
-424
-10% -$103K 0.19% 42
2022
Q4 		$1M Buy
4,186
+465
+12% +$101K 0.24% 36
2022
Q3 		$609K Buy
3,721
+62
+2% +$11.3K 0.18% 50
2022
Q2 		$655K Buy
3,659
+2,206
+152% +$465K 0.19% 49
2022
Q1 		$303K Hold
1,453
– – 0.1% 109
2021
Q4 		$303K Buy
1,453
+50
+4% +$10.1K 0.1% 112
2021
Q3 		$269K Buy
1,403
+22
+2% +$4.58K 0.15% 117
2021
Q2 		$301K Buy
1,381
+86
+7% +$19.9K 0.16% 108
2021
Q1 		$300K Sell
1,295
-123
-9% -$25.5K 0.18% 106
2020
Q4 		$258K Buy
+1,418
New +$240K 0.17% 119

Other funds holding CAT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
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
Amundi
Amundi Paris, France $496B AUM 35.36% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Curated Wealth Partners increased its Caterpillar (CAT) stake by 186% in Q3 2026, buying an estimated $687K and bringing the position to 1,246 shares worth $1.01M. The position accounts for 0.08% of the portfolio, ranked #132.

Curated Wealth Partners first reported a position in CAT in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.09M in Q3 2024. 2,553 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Curated Wealth Partners held 1,246 shares of Caterpillar worth $1.01M as of Q3 2026.
  • Curated Wealth Partners bought 810 Caterpillar shares in Q3 2026, an estimated $687K.
  • Caterpillar made up 0.08% of Curated Wealth Partners's portfolio in Q3 2026, its #132 holding.
  • Curated Wealth Partners first reported a position in Caterpillar in Q4 2020 and has held it in 18 quarters since.
  • Curated Wealth Partners's Caterpillar position peaked at $1.09M in Q3 2024.
  • 2,553 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.