Holos Integrated Wealth
CAT icon

Holos Integrated Wealth’s Caterpillar CAT Stock Holding History

Holos Integrated Wealth’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 		$9.44K Hold
13
– – ﹤0.01% 276
2026
Q2 		$12.2K Hold
13
– – 0.01% 252
2026
Q1 		$9.42K Hold
13
– – ﹤0.01% 265
2025
Q4 		$7.78K Hold
13
– – ﹤0.01% 215
2025
Q3 		$6.39K Hold
13
– – ﹤0.01% 215
2025
Q2 		$5.42K Hold
13
– – ﹤0.01% 227
2025
Q1 		$4.29K Hold
13
– – ﹤0.01% 238
2024
Q4 		$4.72K Buy
+13
New +$5.04K ﹤0.01% 235

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

Holos Integrated Wealth's CAT Position: Q3 2026 in Review

Holos Integrated Wealth held its Caterpillar (CAT) position steady in Q3 2026 at 13 shares worth $9.44K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Holos Integrated Wealth first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $12.2K in Q2 2026. 1,272 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Holos Integrated Wealth held 13 shares of Caterpillar worth $9.44K as of Q3 2026.
  • Holos Integrated Wealth left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #276 holding.
  • Holos Integrated Wealth first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
  • Holos Integrated Wealth's Caterpillar position peaked at $12.2K in Q2 2026.
  • 1,272 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.