Instrumental Wealth
CAT icon

Instrumental Wealth’s Caterpillar CAT Stock Holding History

Instrumental 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 		$250K Buy
309
+21
+7% +$17.8K 0.12% 74
2026
Q2 		$307K Buy
288
+2
+0.7% +$1.76K 0.16% 60
2026
Q1 		$203K Buy
286
+10
+4% +$6.93K 0.12% 69
2025
Q4 		$208K Buy
+276
New +$153K 0.12% 67

Other funds holding CAT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Instrumental Wealth's CAT Position: Q3 2026 in Review

Instrumental Wealth increased its Caterpillar (CAT) stake by 7.3% in Q3 2026, buying an estimated $17.8K and bringing the position to 309 shares worth $250K. The position accounts for 0.12% of the portfolio, ranked #74.

Instrumental Wealth first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $307K in Q2 2026. 3,098 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Instrumental Wealth held 309 shares of Caterpillar worth $250K as of Q3 2026.
  • Instrumental Wealth bought 21 Caterpillar shares in Q3 2026, an estimated $17.8K.
  • Caterpillar made up 0.12% of Instrumental Wealth's portfolio in Q3 2026, its #74 holding.
  • Instrumental Wealth first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
  • Instrumental Wealth's Caterpillar position peaked at $307K in Q2 2026.
  • 3,098 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.