High Net Worth Advisory Group
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High Net Worth Advisory Group’s Caterpillar CAT Stock Holding History

High Net Worth Advisory Group’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 		$2.06M Hold
2,538
– – 0.43% 56
2026
Q2 		$2.7M Sell
2,538
-134
-5% -$118K 0.57% 45
2026
Q1 		$1.89M Sell
2,672
-156
-6% -$108K 0.44% 57
2025
Q4 		$1.62M Sell
2,828
-74
-3% -$41.1K 0.37% 64
2025
Q3 		$1.39M Sell
2,902
-24
-0.8% -$10.2K 0.33% 68
2025
Q2 		$1.14M Sell
2,926
-50
-2% -$16.7K 0.3% 73
2025
Q1 		$982K Sell
2,976
-162
-5% -$57.7K 0.28% 86
2024
Q4 		$1.14M Sell
3,138
-764
-20% -$296K 0.32% 71
2024
Q3 		$1.53M Hold
3,902
– – 0.42% 60
2024
Q2 		$1.3M Buy
3,902
+285
+8% +$98.8K 0.39% 59
2024
Q1 		$1.33M Buy
3,617
+240
+7% +$76.7K 0.42% 58
2023
Q4 		$998K Sell
3,377
-219
-6% -$56.8K 0.37% 66
2023
Q3 		$982K Sell
3,596
-110
-3% -$29.8K 0.39% 65
2023
Q2 		$912K Sell
3,706
-359
-9% -$80K 0.35% 71
2023
Q1 		$930K Sell
4,065
-147
-3% -$35.5K 0.38% 69
2022
Q4 		$1.01M Sell
4,212
-160
-4% -$34.8K 0.39% 62
2022
Q3 		$717K Hold
4,372
– – 0.31% 80
2022
Q2 		$782K Sell
4,372
-245
-5% -$51.6K 0.32% 75
2022
Q1 		$1.03M Buy
4,617
+500
+12% +$105K 0.37% 64
2021
Q4 		$851K Buy
+4,117
New +$829K 0.3% 70

Other funds holding CAT

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

High Net Worth Advisory Group's CAT Position: Q3 2026 in Review

High Net Worth Advisory Group held its Caterpillar (CAT) position steady in Q3 2026 at 2,538 shares worth $2.06M. The position accounts for 0.43% of the portfolio, ranked #56.

High Net Worth Advisory Group first reported a position in CAT in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.7M in Q2 2026. 1,402 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • High Net Worth Advisory Group held 2,538 shares of Caterpillar worth $2.06M as of Q3 2026.
  • High Net Worth Advisory Group left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.43% of High Net Worth Advisory Group's portfolio in Q3 2026, its #56 holding.
  • High Net Worth Advisory Group first reported a position in Caterpillar in Q4 2021 and has held it in 20 quarters since.
  • High Net Worth Advisory Group's Caterpillar position peaked at $2.7M in Q2 2026.
  • 1,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.