Darden Wealth Group
CAT icon

Darden Wealth Group’s Caterpillar CAT Stock Holding History

Darden 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 		$520K Sell
641
-70
-10% -$59.4K 0.21% 86
2026
Q2 		$758K Buy
711
+201
+39% +$177K 0.3% 65
2026
Q1 		$361K Hold
510
– – 0.18% 102
2025
Q4 		$292K Sell
510
-5
-1% -$2.78K 0.14% 117
2025
Q3 		$246K Sell
515
-20
-4% -$8.54K 0.13% 118
2025
Q2 		$208K Buy
+535
New +$178K 0.13% 122

Other funds holding CAT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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

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

Darden Wealth Group reduced its Caterpillar (CAT) stake by 9.8% in Q3 2026, selling an estimated $59.4K and leaving 641 shares worth $520K. The position accounts for 0.21% of the portfolio, ranked #86.

Darden Wealth Group first reported a position in CAT in Q2 2025 and has held it in 6 quarters since. The position peaked at $758K in Q2 2026. 3,098 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Darden Wealth Group held 641 shares of Caterpillar worth $520K as of Q3 2026.
  • Darden Wealth Group sold 70 Caterpillar shares in Q3 2026, an estimated $59.4K.
  • Caterpillar made up 0.21% of Darden Wealth Group's portfolio in Q3 2026, its #86 holding.
  • Darden Wealth Group first reported a position in Caterpillar in Q2 2025 and has held it in 6 quarters since.
  • Darden Wealth Group's Caterpillar position peaked at $758K in Q2 2026.
  • 3,098 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Darden Wealth Group's 13F filing for Q3 2026, filed 6 Nov 2026.