Foguth Wealth Management
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Foguth Wealth Management’s Caterpillar CAT Stock Holding History

Foguth 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 		$558K Sell
764
-5
-0.7% -$4.24K 0.06% 126
2026
Q2 		$664K Buy
769
+19
+3% +$16.7K 0.08% 105
2026
Q1 		$657K Buy
750
+305
+69% +$211K 0.08% 103
2025
Q4 		$266K Buy
+445
New +$247K 0.04% 142
2024
Q3 		– Sell
-645
Closed -$215K – 139
2024
Q2 		$215K Buy
645
+93
+17% +$32.2K 0.09% 127
2024
Q1 		$202K Buy
+552
New +$176K 0.11% 126

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

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

Foguth Wealth Management reduced its Caterpillar (CAT) stake by 0.65% in Q3 2026, selling an estimated $4.24K and leaving 764 shares worth $558K. The position accounts for 0.06% of the portfolio, ranked #126.

Foguth Wealth Management first reported a position in CAT in Q1 2024 and has held it in 6 quarters since. The position peaked at $664K in Q2 2026. 2,734 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Foguth Wealth Management held 764 shares of Caterpillar worth $558K as of Q3 2026.
  • Foguth Wealth Management sold 5 Caterpillar shares in Q3 2026, an estimated $4.24K.
  • Caterpillar made up 0.06% of Foguth Wealth Management's portfolio in Q3 2026, its #126 holding.
  • Foguth Wealth Management first reported a position in Caterpillar in Q1 2024 and has held it in 6 quarters since.
  • Foguth Wealth Management's Caterpillar position peaked at $664K in Q2 2026.
  • 2,734 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Foguth Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.