HWM
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Horizons Wealth Management’s Caterpillar CAT Stock Holding History

Horizons 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 		$202K Buy
+249
New +$211K 0.13% 65
2026
Q1 		$176K Hold
249
– – 0.12% 65
2025
Q4 		$143K Hold
249
– – 0.09% 69
2025
Q3 		$119K Hold
249
– – 0.08% 78
2025
Q2 		$96.7K Hold
249
– – 0.07% 81
2025
Q1 		$82.1K Hold
249
– – 0.06% 84
2024
Q4 		$90.3K Sell
249
-1
-0.4% -$388 0.07% 80
2024
Q3 		$97.6K Hold
250
– – 0.08% 81
2024
Q2 		$86.7K Buy
250
+39
+18% +$13.5K 0.07% 82
2024
Q1 		$62.3K Hold
211
– – 0.04% 82
2023
Q4 		$62.3K Hold
211
– – 0.04% 82
2023
Q3 		$57.5K Hold
211
– – 0.04% 83
2023
Q2 		$51.8K Buy
+211
New +$47K 0.04% 90

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

Horizons Wealth Management's CAT Position: Q3 2026 in Review

Horizons Wealth Management opened a new position in Caterpillar (CAT) in Q3 2026: 249 shares worth $202K. The stake represents 0.13% of the portfolio and ranks #65 among its holdings. This is a return to the name: Horizons Wealth Management previously reported a position in CAT as recently as Q1 2026.

Horizons Wealth Management first reported a position in CAT in Q2 2023 and has held it in 13 quarters since. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Horizons Wealth Management held 249 shares of Caterpillar worth $202K as of Q3 2026.
  • Caterpillar was a new Horizons Wealth Management position in Q3 2026.
  • Caterpillar made up 0.13% of Horizons Wealth Management's portfolio in Q3 2026, its #65 holding.
  • Horizons Wealth Management first reported a position in Caterpillar in Q2 2023 and has held it in 13 quarters since.
  • 214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Horizons Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.