GER Loftin Wealth Advisors LLC’s Caterpillar CAT Stock Holding History

GER Loftin Wealth Advisors LLC’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	$729K	Buy	+899	New	+$762K	0.23%	46

Other funds holding CAT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

GER Loftin Wealth Advisors LLC's CAT Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in Caterpillar (CAT) in Q3 2026: 899 shares worth $729K. The stake represents 0.23% of the portfolio and ranks #46 among its holdings.

3,032 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

GER Loftin Wealth Advisors LLC held 899 shares of Caterpillar worth $729K as of Q3 2026.
Caterpillar was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
Caterpillar made up 0.23% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #46 holding.
3,032 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.