KWB Wealth’s Caterpillar CAT Stock Holding History

KWB 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	$450K	Sell	555 -15	-3%	-$12.7K	0.04%	124
2026 Q2	$607K	Buy	570 +21	+4%	+$18.4K	0.05%	105
2026 Q1	$315K	Hold	549	–	–	0.03%	129
2025 Q4	$315K	Buy	549 +17	+3%	+$9.45K	0.03%	139
2025 Q3	$207K	Sell	532 -88	-14%	-$37.6K	0.02%	143
2025 Q2	$205K	Hold	620	–	–	0.02%	153
2025 Q1	$225K	Hold	620	–	–	0.03%	140
2024 Q4	$242K	Hold	620	–	–	0.03%	131
2024 Q3	$206K	Hold	620	–	–	0.03%	129
2024 Q2	$227K	Hold	620	–	–	0.03%	122
2024 Q1	$227K	Buy	+620	New	+$198K	0.03%	123

Other funds holding CAT

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

KWB Wealth's CAT Position: Q3 2026 in Review

KWB Wealth reduced its Caterpillar (CAT) stake by 2.6% in Q3 2026, selling an estimated $12.7K and leaving 555 shares worth $450K. The position accounts for 0.04% of the portfolio, ranked #124.

KWB Wealth first reported a position in CAT in Q1 2024 and has held it in 11 quarters since. The position peaked at $607K in Q2 2026. 1,004 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

KWB Wealth held 555 shares of Caterpillar worth $450K as of Q3 2026.
KWB Wealth sold 15 Caterpillar shares in Q3 2026, an estimated $12.7K.
Caterpillar made up 0.04% of KWB Wealth's portfolio in Q3 2026, its #124 holding.
KWB Wealth first reported a position in Caterpillar in Q1 2024 and has held it in 11 quarters since.
KWB Wealth's Caterpillar position peaked at $607K in Q2 2026.
1,004 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.