Focused Wealth Management
CAT icon

Focused Wealth Management’s Caterpillar CAT Stock Holding History

Focused 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 		$324K Buy
+400
New +$339K 0.03% 160

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Focused Wealth Management's CAT Position: Q3 2026 in Review

Focused Wealth Management increased its Caterpillar (CAT) stake by 3.1% in Q3 2026, buying an estimated $168K and bringing the position to 6,630 shares worth $5.38M. The position accounts for 0.46% of the portfolio, ranked #34.

Focused Wealth Management first reported a position in CAT in Q3 2013 and has held it in 53 quarters since. The position peaked at $6.85M in Q2 2026. 2,734 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Focused Wealth Management held 6,630 shares of Caterpillar worth $5.38M as of Q3 2026.
  • Focused Wealth Management bought 198 Caterpillar shares in Q3 2026, an estimated $168K.
  • Caterpillar made up 0.46% of Focused Wealth Management's portfolio in Q3 2026, its #34 holding.
  • Focused Wealth Management first reported a position in Caterpillar in Q3 2013 and has held it in 53 quarters since.
  • Focused Wealth Management's Caterpillar position peaked at $6.85M in Q2 2026.
  • 2,734 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Focused Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.