Insight Wealth Strategies’s Caterpillar CAT Stock Holding History

Insight Wealth Strategies’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	$227K	Buy	280 +16	+6%	+$13.6K	0.02%	185
2026 Q2	$262K	Buy	+264	New	+$232K	0.03%	168
2025 Q2	–	Sell	-6,441	Closed	-$2.12M	–	173
2025 Q1	$2.12M	Buy	6,441 +29	+0.5%	+$10.3K	0.29%	91
2024 Q4	$2.33M	Buy	6,412 +163	+3%	+$63.2K	0.31%	86
2024 Q3	$2.44M	Buy	6,249 +125	+2%	+$43.2K	0.32%	83
2024 Q2	$2.04M	Buy	6,124 +301	+5%	+$104K	0.29%	86
2024 Q1	$2.13M	Buy	+5,823	New	+$1.86M	0.31%	80

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

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Insight Wealth Strategies's CAT Position: Q3 2026 in Review

Insight Wealth Strategies increased its Caterpillar (CAT) stake by 6.1% in Q3 2026, buying an estimated $13.6K and bringing the position to 280 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #185.

Insight Wealth Strategies first reported a position in CAT in Q1 2024 and has held it in 7 quarters since. The position peaked at $2.44M in Q3 2024. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Insight Wealth Strategies held 280 shares of Caterpillar worth $227K as of Q3 2026.
Insight Wealth Strategies bought 16 Caterpillar shares in Q3 2026, an estimated $13.6K.
Caterpillar made up 0.02% of Insight Wealth Strategies's portfolio in Q3 2026, its #185 holding.
Insight Wealth Strategies first reported a position in Caterpillar in Q1 2024 and has held it in 7 quarters since.
Insight Wealth Strategies's Caterpillar position peaked at $2.44M in Q3 2024.
214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.