Kaydan Wealth Management’s Caterpillar CAT Stock Holding History

Kaydan 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	$1.34M	Hold	1,650	–	–	0.46%	34
2026 Q2	$1.76M	Buy	1,650 +7	+0.4%	+$6.15K	0.54%	28
2026 Q1	$1.16M	Hold	1,643	–	–	0.39%	37
2025 Q4	$941K	Hold	1,643	–	–	0.27%	43
2025 Q3	$784K	Hold	1,643	–	–	0.22%	51
2025 Q2	$638K	Sell	1,643 -34	-2%	-$11.3K	0.21%	55
2025 Q1	$553K	Hold	1,677	–	–	0.18%	58
2024 Q4	$608K	Hold	1,677	–	–	0.2%	53
2024 Q3	$656K	Hold	1,677	–	–	0.19%	51
2024 Q2	$559K	Hold	1,677	–	–	0.2%	53
2024 Q1	$615K	Hold	1,677	–	–	0.21%	50
2023 Q4	$496K	Hold	1,677	–	–	0.2%	53
2023 Q3	$458K	Hold	1,677	–	–	0.18%	55
2023 Q2	$413K	Hold	1,677	–	–	0.17%	58
2023 Q1	$384K	Sell	1,677 -55	-3%	-$13.3K	0.16%	63
2022 Q4	$415K	Sell	1,732 -29	-2%	-$6.31K	0.17%	57
2022 Q3	$289K	Hold	1,761	–	–	0.16%	68
2022 Q2	$315K	Sell	1,761 -25	-1%	-$5.27K	0.18%	71
2022 Q1	$398K	Hold	1,786	–	–	0.18%	70
2021 Q4	$369K	Buy	+1,786	New	+$360K	0.14%	78

Other funds holding CAT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Kaydan Wealth Management held its Caterpillar (CAT) position steady in Q3 2026 at 1,650 shares worth $1.34M. The position accounts for 0.46% of the portfolio, ranked #34.

Kaydan Wealth Management first reported a position in CAT in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.76M in Q2 2026. 2,777 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Kaydan Wealth Management held 1,650 shares of Caterpillar worth $1.34M as of Q3 2026.
Kaydan Wealth Management left its Caterpillar share count unchanged in Q3 2026.
Caterpillar made up 0.46% of Kaydan Wealth Management's portfolio in Q3 2026, its #34 holding.
Kaydan Wealth Management first reported a position in Caterpillar in Q4 2021 and has held it in 20 quarters since.
Kaydan Wealth Management's Caterpillar position peaked at $1.76M in Q2 2026.
2,777 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Kaydan Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.