Eagle Bluffs Wealth Management
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Eagle Bluffs Wealth Management’s Caterpillar CAT Stock Holding History

Eagle Bluffs Wealth Management’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 		$2.11M Sell
2,608
-1
-0% -$848 0.73% 35
2026
Q2 		$2.78M Sell
2,609
-32
-1% -$28.1K 0.93% 27
2026
Q1 		$1.87M Hold
2,641
– – 0.73% 34
2025
Q4 		$1.51M Buy
2,641
+24
+0.9% +$13.3K 0.61% 39
2025
Q3 		$1.25M Sell
2,617
-35
-1% -$14.9K 0.54% 42
2025
Q2 		$1.03M Hold
2,652
– – 0.49% 44
2025
Q1 		$875K Sell
2,652
-42
-2% -$15K 0.46% 46
2024
Q4 		$977K Hold
2,694
– – 0.52% 40
2024
Q3 		$1.05M Hold
2,694
– – 0.57% 42
2024
Q2 		$897K Sell
2,694
-40
-1% -$13.9K 0.52% 42
2024
Q1 		$1M Hold
2,734
– – 0.62% 40
2023
Q4 		$808K Hold
2,734
– – 0.55% 44
2023
Q3 		$746K Sell
2,734
-43
-2% -$11.7K 0.57% 41
2023
Q2 		$683K Hold
2,777
– – 0.53% 45
2023
Q1 		$635K Buy
2,777
+22
+0.8% +$5.32K 0.52% 46
2022
Q4 		$660K Hold
2,755
– – 0.69% 39
2022
Q3 		$452K Sell
2,755
-185
-6% -$33.8K 0.52% 50
2022
Q2 		$526K Hold
2,940
– – 0.57% 47
2022
Q1 		$655K Buy
2,940
+71
+2% +$14.9K 0.63% 44
2021
Q4 		$593K Buy
+2,869
New +$578K 0.62% 43

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

Eagle Bluffs Wealth Management's CAT Position: Q3 2026 in Review

Eagle Bluffs Wealth Management reduced its Caterpillar (CAT) stake by 0.04% in Q3 2026, selling an estimated $848 and leaving 2,608 shares worth $2.11M. The position accounts for 0.73% of the portfolio, ranked #35.

Eagle Bluffs Wealth Management first reported a position in CAT in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.78M in Q2 2026. 2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Eagle Bluffs Wealth Management held 2,608 shares of Caterpillar worth $2.11M as of Q3 2026.
  • Eagle Bluffs Wealth Management sold 1 Caterpillar share in Q3 2026, an estimated $848.
  • Caterpillar made up 0.73% of Eagle Bluffs Wealth Management's portfolio in Q3 2026, its #35 holding.
  • Eagle Bluffs Wealth Management first reported a position in Caterpillar in Q4 2021 and has held it in 20 quarters since.
  • Eagle Bluffs Wealth Management's Caterpillar position peaked at $2.78M in Q2 2026.
  • 2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.