Elevation Wealth Partners
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Elevation Wealth Partners’s Caterpillar CAT Stock Holding History

Elevation Wealth Partners’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 		$169K Buy
208
+41
+25% +$34.8K 0.05% 159
2026
Q2 		$178K Buy
167
+36
+27% +$31.6K 0.05% 145
2026
Q1 		$92.5K Buy
131
+1
+0.8% +$693 0.03% 178
2025
Q4 		$74.7K Hold
130
– – 0.03% 189
2025
Q3 		$62.1K Buy
130
+27
+26% +$11.5K 0.02% 222
2025
Q2 		$39.9K Buy
103
+1
+1% +$333 0.02% 259
2025
Q1 		$33.8K Hold
102
– – 0.01% 269
2024
Q4 		$37K Hold
102
– – 0.02% 260
2024
Q3 		$39.7K Hold
102
– – 0.02% 241
2024
Q2 		$33.8K Sell
102
-30
-23% -$10.4K 0.02% 252
2024
Q1 		$48.2K Sell
132
-380
-74% -$121K 0.02% 221
2023
Q4 		$140K Buy
512
+410
+402% +$106K 0.08% 124
2023
Q3 		$27.7K Hold
102
– – 0.02% 191
2023
Q2 		$25K Buy
102
+1
+1% +$223 0.02% 201
2023
Q1 		$23.1K Buy
+101
New +$24.4K 0.02% 209

Other funds holding CAT

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
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

Elevation Wealth Partners's CAT Position: Q3 2026 in Review

Elevation Wealth Partners increased its Caterpillar (CAT) stake by 25% in Q3 2026, buying an estimated $34.8K and bringing the position to 208 shares worth $169K. The position accounts for 0.05% of the portfolio, ranked #159.

Elevation Wealth Partners first reported a position in CAT in Q1 2023 and has held it in 15 quarters since. The position peaked at $178K in Q2 2026. 1,535 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Elevation Wealth Partners held 208 shares of Caterpillar worth $169K as of Q3 2026.
  • Elevation Wealth Partners bought 41 Caterpillar shares in Q3 2026, an estimated $34.8K.
  • Caterpillar made up 0.05% of Elevation Wealth Partners's portfolio in Q3 2026, its #159 holding.
  • Elevation Wealth Partners first reported a position in Caterpillar in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Caterpillar position peaked at $178K in Q2 2026.
  • 1,535 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.