Discipline Wealth Solutions
CAT icon

Discipline Wealth Solutions’s Caterpillar CAT Stock Holding History

Discipline Wealth Solutions’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 		$364K Hold
449
– – 0.03% 143
2026
Q2 		$478K Buy
449
+1
+0.2% +$878 0.04% 131
2026
Q1 		$318K Sell
448
-1
-0.2% -$693 0.03% 147
2025
Q4 		$257K Buy
+449
New +$250K 0.05% 146

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

Discipline Wealth Solutions's CAT Position: Q3 2026 in Review

Discipline Wealth Solutions held its Caterpillar (CAT) position steady in Q3 2026 at 449 shares worth $364K. The position accounts for 0.03% of the portfolio, ranked #143.

Discipline Wealth Solutions first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $478K in Q2 2026. 2,533 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Discipline Wealth Solutions held 449 shares of Caterpillar worth $364K as of Q3 2026.
  • Discipline Wealth Solutions left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.03% of Discipline Wealth Solutions's portfolio in Q3 2026, its #143 holding.
  • Discipline Wealth Solutions first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
  • Discipline Wealth Solutions's Caterpillar position peaked at $478K in Q2 2026.
  • 2,533 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.