Maia Wealth
CAT icon

Maia Wealth’s Caterpillar CAT Stock Holding History

Maia 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 		$497K Buy
613
+34
+6% +$28.8K 0.07% 214
2026
Q2 		$616K Buy
579
+29
+5% +$25.5K 0.09% 191
2026
Q1 		$389K Sell
550
-28
-5% -$19.4K 0.07% 254
2025
Q4 		$438K Buy
578
+26
+5% +$14.5K 0.07% 233
2025
Q3 		$315K Sell
552
-47
-8% -$20.1K 0.05% 270
2025
Q2 		$233K Buy
+599
New +$200K 0.04% 289
2025
Q1 		– Sell
-625
Closed -$247K – 302
2024
Q4 		$247K Buy
+625
New +$242K 0.05% 262

Other funds holding CAT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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

Maia Wealth's CAT Position: Q3 2026 in Review

Maia Wealth increased its Caterpillar (CAT) stake by 5.9% in Q3 2026, buying an estimated $28.8K and bringing the position to 613 shares worth $497K. The position accounts for 0.07% of the portfolio, ranked #214.

Maia Wealth first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $616K in Q2 2026. 3,319 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Maia Wealth held 613 shares of Caterpillar worth $497K as of Q3 2026.
  • Maia Wealth bought 34 Caterpillar shares in Q3 2026, an estimated $28.8K.
  • Caterpillar made up 0.07% of Maia Wealth's portfolio in Q3 2026, its #214 holding.
  • Maia Wealth first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • Maia Wealth's Caterpillar position peaked at $616K in Q2 2026.
  • 3,319 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.