LeConte Wealth Management
CAT icon

LeConte Wealth Management’s Caterpillar CAT Stock Holding History

LeConte 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 		$761K Buy
939
+131
+16% +$111K 0.41% 46
2026
Q2 		$860K Buy
808
+85
+12% +$74.7K 0.47% 44
2026
Q1 		$513K Buy
723
+27
+4% +$18.7K 0.33% 51
2025
Q4 		$399K Buy
696
+12
+2% +$6.67K 0.26% 64
2025
Q3 		$326K Buy
684
+104
+18% +$44.4K 0.22% 72
2025
Q2 		$225K Buy
+580
New +$193K 0.15% 88

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

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

LeConte Wealth Management increased its Caterpillar (CAT) stake by 16% in Q3 2026, buying an estimated $111K and bringing the position to 939 shares worth $761K. The position accounts for 0.41% of the portfolio, ranked #46.

LeConte Wealth Management first reported a position in CAT in Q2 2025 and has held it in 6 quarters since. The position peaked at $860K in Q2 2026. 1,382 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • LeConte Wealth Management held 939 shares of Caterpillar worth $761K as of Q3 2026.
  • LeConte Wealth Management bought 131 Caterpillar shares in Q3 2026, an estimated $111K.
  • Caterpillar made up 0.41% of LeConte Wealth Management's portfolio in Q3 2026, its #46 holding.
  • LeConte Wealth Management first reported a position in Caterpillar in Q2 2025 and has held it in 6 quarters since.
  • LeConte Wealth Management's Caterpillar position peaked at $860K in Q2 2026.
  • 1,382 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

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