Members Wealth
CAT icon

Members Wealth’s Caterpillar CAT Stock Holding History

Members 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 		$256K Buy
314
+16
+5% +$13.6K 0.13% 107
2026
Q2 		$317K Buy
298
+3
+1% +$2.64K 0.17% 90
2026
Q1 		$239K Buy
+295
New +$204K 0.14% 98

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

Members Wealth's CAT Position: Q3 2026 in Review

Members Wealth increased its Caterpillar (CAT) stake by 5.4% in Q3 2026, buying an estimated $13.6K and bringing the position to 314 shares worth $256K. The position accounts for 0.13% of the portfolio, ranked #107.

Members Wealth first reported a position in CAT in Q1 2026 and has held it in 3 quarters since. The position peaked at $317K in Q2 2026. 2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Members Wealth held 314 shares of Caterpillar worth $256K as of Q3 2026.
  • Members Wealth bought 16 Caterpillar shares in Q3 2026, an estimated $13.6K.
  • Caterpillar made up 0.13% of Members Wealth's portfolio in Q3 2026, its #107 holding.
  • Members Wealth first reported a position in Caterpillar in Q1 2026 and has held it in 3 quarters since.
  • Members Wealth's Caterpillar position peaked at $317K in Q2 2026.
  • 2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

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