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Global Wealth Strategies & Associates’s Caterpillar CAT Stock Holding History

Global Wealth Strategies & Associates’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 		$419K Buy
516
+142
+38% +$120K 0.08% 66
2026
Q2 		$398K Buy
374
+21
+6% +$18.4K 0.08% 65
2026
Q1 		$250K Buy
353
+2
+0.6% +$1.39K 0.06% 71
2025
Q4 		$201K Buy
351
+20
+6% +$11.1K 0.05% 71
2025
Q3 		$158K Buy
331
+33
+11% +$14.1K 0.04% 77
2025
Q2 		$116K Hold
298
– – 0.03% 68
2025
Q1 		$98.3K Hold
298
– – 0.03% 77
2024
Q4 		$108K Buy
298
+134
+82% +$52K 0.03% 69
2024
Q3 		$64.1K Hold
164
– – 0.02% 84
2024
Q2 		$54.6K Hold
164
– – 0.02% 82
2024
Q1 		$60.1K Hold
164
– – 0.02% 82
2023
Q4 		$48.5K Hold
164
– – 0.02% 87
2023
Q3 		$44.8K Buy
164
+67
+69% +$18.2K 0.02% 81
2023
Q2 		$23.9K Hold
97
– – 0.01% 105
2023
Q1 		$22.2K Buy
97
+40
+70% +$9.67K 0.01% 105
2022
Q4 		$13.7K Buy
+57
New +$12.4K 0.01% 131

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

Global Wealth Strategies & Associates's CAT Position: Q3 2026 in Review

Global Wealth Strategies & Associates increased its Caterpillar (CAT) stake by 38% in Q3 2026, buying an estimated $120K and bringing the position to 516 shares worth $419K. The position accounts for 0.08% of the portfolio, ranked #66.

Global Wealth Strategies & Associates first reported a position in CAT in Q4 2022 and has held it in 16 quarters since. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Global Wealth Strategies & Associates held 516 shares of Caterpillar worth $419K as of Q3 2026.
  • Global Wealth Strategies & Associates bought 142 Caterpillar shares in Q3 2026, an estimated $120K.
  • Caterpillar made up 0.08% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #66 holding.
  • Global Wealth Strategies & Associates first reported a position in Caterpillar in Q4 2022 and has held it in 16 quarters since.
  • 214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.