CA
CAT icon

CWC Advisors’s Caterpillar CAT Stock Holding History

CWC 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 		$232K Buy
286
+3
+1% +$2.54K 0.11% 144
2026
Q2 		$301K Sell
283
-29
-9% -$25.5K 0.13% 126
2026
Q1 		$221K Buy
+312
New +$216K 0.11% 142

Other funds holding CAT

Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
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
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

CWC Advisors's CAT Position: Q3 2026 in Review

CWC Advisors increased its Caterpillar (CAT) stake by 1.1% in Q3 2026, buying an estimated $2.54K and bringing the position to 286 shares worth $232K. The position accounts for 0.11% of the portfolio, ranked #144.

CWC Advisors first reported a position in CAT in Q1 2026 and has held it in 3 quarters since. The position peaked at $301K in Q2 2026. 963 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • CWC Advisors held 286 shares of Caterpillar worth $232K as of Q3 2026.
  • CWC Advisors bought 3 Caterpillar shares in Q3 2026, an estimated $2.54K.
  • Caterpillar made up 0.11% of CWC Advisors's portfolio in Q3 2026, its #144 holding.
  • CWC Advisors first reported a position in Caterpillar in Q1 2026 and has held it in 3 quarters since.
  • CWC Advisors's Caterpillar position peaked at $301K in Q2 2026.
  • 963 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.