Highline Wealth Partners
CAT icon

Highline Wealth Partners’s Caterpillar CAT Stock Holding History

Highline Wealth Partners’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 		$109K Buy
134
+41
+44% +$34.8K 0.02% 178
2026
Q2 		$99.3K Buy
93
+14
+18% +$12.3K 0.02% 168
2026
Q1 		$56.1K Buy
79
+26
+49% +$18K 0.01% 162
2025
Q4 		$30.5K Buy
53
+2
+4% +$1.11K 0.01% 189
2025
Q3 		$24.4K Buy
51
+27
+113% +$11.5K 0.01% 242
2025
Q2 		$9.38K Sell
24
-44
-65% -$14.7K ﹤0.01% 342
2025
Q1 		$22.5K Sell
68
-143
-68% -$50.9K 0.01% 194
2024
Q4 		$76.6K Buy
211
+187
+779% +$72.5K 0.03% 112
2024
Q3 		$9.41K Sell
24
-11
-31% -$3.8K ﹤0.01% 265
2024
Q2 		$11.7K Buy
35
+27
+338% +$9.36K ﹤0.01% 208
2024
Q1 		$2.95K Hold
8
– – ﹤0.01% 307
2023
Q4 		$2.38K Hold
8
– – ﹤0.01% 288
2023
Q3 		$2.19K Hold
8
– – ﹤0.01% 270
2023
Q2 		$1.97K Buy
8
+6
+300% +$1.34K ﹤0.01% 228
2023
Q1 		$458 Sell
2
-1
-33% -$242 ﹤0.01% 308
2022
Q4 		$719 Buy
+3
New +$653 ﹤0.01% 279

Other funds holding CAT

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
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
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Highline Wealth Partners's CAT Position: Q3 2026 in Review

Highline Wealth Partners increased its Caterpillar (CAT) stake by 44% in Q3 2026, buying an estimated $34.8K and bringing the position to 134 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #178.

Highline Wealth Partners first reported a position in CAT in Q4 2022 and has held it in 16 quarters since. 1,272 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Highline Wealth Partners held 134 shares of Caterpillar worth $109K as of Q3 2026.
  • Highline Wealth Partners bought 41 Caterpillar shares in Q3 2026, an estimated $34.8K.
  • Caterpillar made up 0.02% of Highline Wealth Partners's portfolio in Q3 2026, its #178 holding.
  • Highline Wealth Partners first reported a position in Caterpillar in Q4 2022 and has held it in 16 quarters since.
  • 1,272 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.