MWM
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Maltin Wealth Management’s Caterpillar CAT Stock Holding History

Maltin 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 		– Sell
-230
Closed -$245K – 152
2026
Q2 		$245K Buy
+230
New +$202K 0.08% 133
2022
Q3 		– Sell
-6,498
Closed -$1.16M – 109
2022
Q2 		$1.16M Buy
6,498
+43
+0.7% +$9.06K 0.84% 42
2022
Q1 		$1.44M Buy
6,455
+1,888
+41% +$396K 0.95% 38
2021
Q4 		$944K Buy
+4,567
New +$920K 0.57% 51

Other funds holding CAT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

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

Maltin Wealth Management sold out of Caterpillar (CAT) in Q3 2026, closing a stake of 230 shares — an estimated $245K sold.

Maltin Wealth Management first reported a position in CAT in Q4 2021 and held it in 4 quarters. The position peaked at $1.44M in Q1 2022. 400 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Maltin Wealth Management reported no remaining Caterpillar position as of Q3 2026 after selling out during the quarter.
  • Maltin Wealth Management sold 230 Caterpillar shares in Q3 2026, an estimated $245K.
  • Maltin Wealth Management first reported a position in Caterpillar in Q4 2021 and held it in 4 quarters.
  • Maltin Wealth Management's Caterpillar position peaked at $1.44M in Q1 2022.
  • 400 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

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