Mindset Wealth Management’s Caterpillar CAT Stock Holding History

Mindset 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	$1.44M	Buy	1,774 +8	+0.5%	+$6.78K	0.26%	35
2026 Q2	$1.88M	Buy	1,766 +200	+13%	+$176K	0.36%	28
2026 Q1	$1.11M	Buy	1,566 +352	+29%	+$244K	0.3%	41
2025 Q4	$695K	Sell	1,214 -100	-8%	-$55.6K	0.18%	61
2025 Q3	$627K	Buy	1,314 +110	+9%	+$47K	0.17%	59
2025 Q2	$467K	Buy	1,204 +2	+0.2%	+$667	0.15%	78
2025 Q1	$396K	Buy	1,202 +1	+0.1%	+$356	0.15%	82
2024 Q4	$436K	Buy	1,201 +83	+7%	+$32.2K	0.16%	72
2024 Q3	$437K	Buy	+1,118	New	+$386K	0.18%	66

Other funds holding CAT

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

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

Mindset Wealth Management increased its Caterpillar (CAT) stake by 0.45% in Q3 2026, buying an estimated $6.78K and bringing the position to 1,774 shares worth $1.44M. The position accounts for 0.26% of the portfolio, ranked #35.

Mindset Wealth Management first reported a position in CAT in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.88M in Q2 2026. 963 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Mindset Wealth Management held 1,774 shares of Caterpillar worth $1.44M as of Q3 2026.
Mindset Wealth Management bought 8 Caterpillar shares in Q3 2026, an estimated $6.78K.
Caterpillar made up 0.26% of Mindset Wealth Management's portfolio in Q3 2026, its #35 holding.
Mindset Wealth Management first reported a position in Caterpillar in Q3 2024 and has held it in 9 quarters since.
Mindset Wealth Management's Caterpillar position peaked at $1.88M in Q2 2026.
963 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

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