Grant Private Wealth Management’s Caterpillar CAT Stock Holding History

Grant Private 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	$1.51M	Buy	1,865 +145	+8%	+$123K	0.68%	32
2026 Q2	$1.83M	Buy	1,720 +121	+8%	+$106K	0.77%	23
2026 Q1	$1.13M	Buy	1,599 +242	+18%	+$168K	0.6%	35
2025 Q4	$777K	Sell	1,357 -48	-3%	-$26.7K	0.47%	42
2025 Q3	$670K	Buy	1,405 +571	+68%	+$244K	0.41%	53
2025 Q2	$324K	Sell	834 -390	-32%	-$130K	0.18%	53
2025 Q1	$404K	Buy	1,224 +387	+46%	+$138K	0.44%	65
2024 Q4	$304K	Buy	+837	New	+$325K	0.33%	82

Other funds holding CAT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Grant Private Wealth Management's CAT Position: Q3 2026 in Review

Grant Private Wealth Management increased its Caterpillar (CAT) stake by 8.4% in Q3 2026, buying an estimated $123K and bringing the position to 1,865 shares worth $1.51M. The position accounts for 0.68% of the portfolio, ranked #32.

Grant Private Wealth Management first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.83M in Q2 2026. 2,446 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Grant Private Wealth Management held 1,865 shares of Caterpillar worth $1.51M as of Q3 2026.
Grant Private Wealth Management bought 145 Caterpillar shares in Q3 2026, an estimated $123K.
Caterpillar made up 0.68% of Grant Private Wealth Management's portfolio in Q3 2026, its #32 holding.
Grant Private Wealth Management first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
Grant Private Wealth Management's Caterpillar position peaked at $1.83M in Q2 2026.
2,446 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

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