McGlone Suttner Wealth Management
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McGlone Suttner Wealth Management’s Caterpillar CAT Stock Holding History

McGlone Suttner 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 		$2.83M Sell
3,489
-6
-0.2% -$5.09K 0.33% 35
2026
Q2 		$3.72M Sell
3,495
-576
-14% -$506K 0.44% 26
2026
Q1 		$2.88M Sell
4,071
-248
-6% -$172K 0.38% 27
2025
Q4 		$2.47M Buy
4,319
+219
+5% +$122K 0.33% 32
2025
Q3 		$1.96M Buy
4,100
+77
+2% +$32.9K 0.27% 39
2025
Q2 		$1.56M Buy
4,023
+55
+1% +$18.3K 0.24% 45
2025
Q1 		$1.31M Buy
3,968
+341
+9% +$121K 0.21% 50
2024
Q4 		$1.32M Sell
3,627
-19
-0.5% -$7.37K 0.22% 49
2024
Q3 		$1.43M Buy
3,646
+464
+15% +$160K 0.3% 43
2024
Q2 		$941K Sell
3,182
-555
-15% -$192K 0.19% 57
2024
Q1 		$1.37M Buy
3,737
+555
+17% +$177K 0.26% 45
2023
Q4 		$941K Buy
3,182
+328
+11% +$85.1K 0.19% 57
2023
Q3 		$779K Buy
2,854
+139
+5% +$37.7K 0.18% 60
2023
Q2 		$668K Buy
2,715
+166
+7% +$37K 0.15% 67
2023
Q1 		$583K Buy
2,549
+82
+3% +$19.8K 0.15% 65
2022
Q4 		$591K Buy
+2,467
New +$537K 0.19% 61

Other funds holding CAT

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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

McGlone Suttner Wealth Management's CAT Position: Q3 2026 in Review

McGlone Suttner Wealth Management reduced its Caterpillar (CAT) stake by 0.17% in Q3 2026, selling an estimated $5.09K and leaving 3,489 shares worth $2.83M. The position accounts for 0.33% of the portfolio, ranked #35.

McGlone Suttner Wealth Management first reported a position in CAT in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.72M in Q2 2026. 2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • McGlone Suttner Wealth Management held 3,489 shares of Caterpillar worth $2.83M as of Q3 2026.
  • McGlone Suttner Wealth Management sold 6 Caterpillar shares in Q3 2026, an estimated $5.09K.
  • Caterpillar made up 0.33% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #35 holding.
  • McGlone Suttner Wealth Management first reported a position in Caterpillar in Q4 2022 and has held it in 16 quarters since.
  • McGlone Suttner Wealth Management's Caterpillar position peaked at $3.72M in Q2 2026.
  • 2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

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