GK Wealth Management’s Caterpillar CAT Stock Holding History

GK 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	$132K	Sell	163 -82	-33%	-$69.5K	0.07%	241
2026 Q2	$261K	Buy	+245	New	+$215K	0.14%	177
2026 Q1	–	Sell	-375	Closed	-$215K	–	76
2025 Q4	$215K	Sell	375 -68	-15%	-$37.8K	0.14%	169
2025 Q3	$211K	Sell	443 -178	-29%	-$76K	0.15%	164
2025 Q2	$241K	Buy	+621	New	+$207K	0.22%	121
2025 Q1	–	Sell	-598	Closed	-$217K	–	146
2024 Q4	$217K	Buy	+598	New	+$232K	0.27%	114

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

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

GK Wealth Management reduced its Caterpillar (CAT) stake by 33% in Q3 2026, selling an estimated $69.5K and leaving 163 shares worth $132K. The position accounts for 0.07% of the portfolio, ranked #241.

GK Wealth Management first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $261K in Q2 2026. 1,272 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

GK Wealth Management held 163 shares of Caterpillar worth $132K as of Q3 2026.
GK Wealth Management sold 82 Caterpillar shares in Q3 2026, an estimated $69.5K.
Caterpillar made up 0.07% of GK Wealth Management's portfolio in Q3 2026, its #241 holding.
GK Wealth Management first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
GK Wealth Management's Caterpillar position peaked at $261K in Q2 2026.
1,272 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

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