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

Daymark 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 		$7.92M Buy
9,769
+579
+6% +$491K 0.18% 105
2026
Q2 		$9.8M Buy
9,190
+160
+2% +$141K 0.24% 83
2026
Q1 		$6.4M Buy
9,030
+399
+5% +$276K 0.2% 96
2025
Q4 		$4.94M Buy
8,631
+215
+3% +$119K 0.16% 114
2025
Q3 		$4.02M Buy
8,416
+69
+0.8% +$29.5K 0.14% 131
2025
Q2 		$3.24M Sell
8,347
-103
-1% -$34.3K 0.12% 141
2025
Q1 		$2.79M Sell
8,450
-119,968
-93% -$42.7M 0.12% 141
2024
Q4 		$3.17M Buy
128,418
+58
+0% +$22.5K 0.13% 123
2024
Q3 		$3.39M Buy
128,360
+106
+0.1% +$36.6K 0.14% 123
2024
Q2 		$2.87M Buy
128,254
+913
+0.7% +$317K 0.13% 130
2024
Q1 		$2.81M Hold
127,341
– – 0.15% 106
2023
Q4 		$2.29M Sell
127,341
-331
-0.3% -$85.9K 0.14% 118
2023
Q3 		$2.21M Buy
127,672
+120,400
+1,656% +$32.7M 0.15% 116
2023
Q2 		$1.79M Buy
7,272
+4,876
+204% +$1.09M 0.13% 124
2023
Q1 		$548K Buy
2,396
+757
+46% +$183K 0.07% 178
2022
Q4 		$393K Buy
+1,639
New +$357K 0.07% 166

Other funds holding CAT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
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

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

Daymark Wealth Partners increased its Caterpillar (CAT) stake by 6.3% in Q3 2026, buying an estimated $491K and bringing the position to 9,769 shares worth $7.92M. The position accounts for 0.18% of the portfolio, ranked #105.

Daymark Wealth Partners first reported a position in CAT in Q4 2022 and has held it in 16 quarters since. The position peaked at $9.8M in Q2 2026. 2,172 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Daymark Wealth Partners held 9,769 shares of Caterpillar worth $7.92M as of Q3 2026.
  • Daymark Wealth Partners bought 579 Caterpillar shares in Q3 2026, an estimated $491K.
  • Caterpillar made up 0.18% of Daymark Wealth Partners's portfolio in Q3 2026, its #105 holding.
  • Daymark Wealth Partners first reported a position in Caterpillar in Q4 2022 and has held it in 16 quarters since.
  • Daymark Wealth Partners's Caterpillar position peaked at $9.8M in Q2 2026.
  • 2,172 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.