GWM
CAT icon

Gilpin Wealth Management’s Caterpillar CAT Stock Holding History

Gilpin 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 		$8.11K Buy
10
+2
+25% +$1.7K 0.01% 376
2026
Q2 		$8.52K Hold
8
– – 0.01% 328
2026
Q1 		$5.67K Hold
8
– – ﹤0.01% 341
2025
Q4 		$4.58K Buy
+8
New +$4.45K ﹤0.01% 344

Other funds holding CAT

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

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

Gilpin Wealth Management increased its Caterpillar (CAT) stake by 25% in Q3 2026, buying an estimated $1.7K and bringing the position to 10 shares worth $8.11K. The position accounts for 0.01% of the portfolio, ranked #376.

Gilpin Wealth Management first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $8.52K in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Gilpin Wealth Management held 10 shares of Caterpillar worth $8.11K as of Q3 2026.
  • Gilpin Wealth Management bought 2 Caterpillar shares in Q3 2026, an estimated $1.7K.
  • Caterpillar made up 0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #376 holding.
  • Gilpin Wealth Management first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Caterpillar position peaked at $8.52K in Q2 2026.
  • 214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.