Elevated Private Wealth
CAT icon

Elevated Private Wealth’s Caterpillar CAT Stock Holding History

Elevated Private Wealth’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 		$892K Buy
+1,100
New +$933K 0.66% 52

Other funds holding CAT

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Elevated Private Wealth's CAT Position: Q3 2026 in Review

Elevated Private Wealth reduced its Caterpillar (CAT) stake by 3% in Q3 2026, selling an estimated $66.2K and leaving 2,560 shares worth $2.08M. The position accounts for 1.55% of the portfolio, ranked #21.

Elevated Private Wealth first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.81M in Q2 2026. 1,272 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Elevated Private Wealth held 2,560 shares of Caterpillar worth $2.08M as of Q3 2026.
  • Elevated Private Wealth sold 78 Caterpillar shares in Q3 2026, an estimated $66.2K.
  • Caterpillar made up 1.55% of Elevated Private Wealth's portfolio in Q3 2026, its #21 holding.
  • Elevated Private Wealth first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • Elevated Private Wealth's Caterpillar position peaked at $2.81M in Q2 2026.
  • 1,272 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Elevated Private Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.