Elevate Wealth Advisory
CAT icon

Elevate Wealth Advisory’s Caterpillar CAT Stock Holding History

Elevate Wealth Advisory’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 		$1.91M Buy
+2,361
New +$2M 0.98% 22
2025
Q3 		– Sell
-2,737
Closed -$1.06M – 124
2025
Q2 		$1.06M Sell
2,737
-125
-4% -$41.7K 0.76% 27
2025
Q1 		$944K Sell
2,862
-1,051
-27% -$374K 0.67% 31
2024
Q4 		$1.42M Sell
3,913
-36
-0.9% -$14K 1.06% 24
2024
Q3 		$1.54M Sell
3,949
-1
-0% -$345 1.15% 21
2024
Q2 		$1.32M Buy
3,950
+1
+0% +$347 1.07% 22
2024
Q1 		$1.45M Sell
3,949
-185
-4% -$59.1K 1.26% 20
2023
Q4 		$1.22M Buy
+4,134
New +$1.07M 1.12% 23

Other funds holding CAT

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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Elevate Wealth Advisory's CAT Position: Q3 2026 in Review

Elevate Wealth Advisory opened a new position in Caterpillar (CAT) in Q3 2026: 2,361 shares worth $1.91M. The stake represents 0.98% of the portfolio and ranks #22 among its holdings. This is a return to the name: Elevate Wealth Advisory previously reported a position in CAT as recently as Q2 2025.

Elevate Wealth Advisory first reported a position in CAT in Q4 2023 and has held it in 8 quarters since. 1,684 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Elevate Wealth Advisory held 2,361 shares of Caterpillar worth $1.91M as of Q3 2026.
  • Caterpillar was a new Elevate Wealth Advisory position in Q3 2026.
  • Caterpillar made up 0.98% of Elevate Wealth Advisory's portfolio in Q3 2026, its #22 holding.
  • Elevate Wealth Advisory first reported a position in Caterpillar in Q4 2023 and has held it in 8 quarters since.
  • 1,684 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Elevate Wealth Advisory's 13F filing for Q3 2026, filed 29 Oct 2026.