MBE Wealth Management’s Caterpillar CAT Stock Holding History

MBE 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	$679K	Buy	837 +69	+9%	+$58.5K	0.24%	62
2026 Q2	$818K	Buy	768 +7	+0.9%	+$6.15K	0.29%	52
2026 Q1	$539K	Buy	761 +1	+0.1%	+$693	0.22%	61
2025 Q4	$436K	Sell	760 -4	-0.5%	-$2.22K	0.18%	71
2025 Q3	$365K	Sell	764 -11	-1%	-$4.7K	0.16%	80
2025 Q2	$301K	Sell	775 -13	-2%	-$4.33K	0.13%	95
2025 Q1	$260K	Buy	788 +71	+10%	+$25.3K	0.12%	99
2024 Q4	$260K	Buy	717 +191	+36%	+$74.1K	0.15%	75
2024 Q3	$206K	Buy	+526	New	+$182K	0.11%	96
2020 Q2	–	Sell	-25	Closed	-$2K	–	114
2020 Q1	$2K	Buy	+25	New	+$3.19K	﹤0.01%	445

Other funds holding CAT

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

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

MBE Wealth Management increased its Caterpillar (CAT) stake by 9% in Q3 2026, buying an estimated $58.5K and bringing the position to 837 shares worth $679K. The position accounts for 0.24% of the portfolio, ranked #62.

MBE Wealth Management first reported a position in CAT in Q1 2020 and has held it in 10 quarters since. The position peaked at $818K in Q2 2026. 2,734 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

MBE Wealth Management held 837 shares of Caterpillar worth $679K as of Q3 2026.
MBE Wealth Management bought 69 Caterpillar shares in Q3 2026, an estimated $58.5K.
Caterpillar made up 0.24% of MBE Wealth Management's portfolio in Q3 2026, its #62 holding.
MBE Wealth Management first reported a position in Caterpillar in Q1 2020 and has held it in 10 quarters since.
MBE Wealth Management's Caterpillar position peaked at $818K in Q2 2026.
2,734 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.