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Noble Wealth Management PBC’s Caterpillar CAT Stock Holding History

Noble Wealth Management PBC’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 		$20.3K Sell
25
-7
-22% -$5.94K 0.01% 386
2026
Q2 		$34.1K Sell
32
-8
-20% -$7.03K 0.02% 324
2026
Q1 		$28.3K Sell
40
-20
-33% -$13.9K 0.01% 330
2025
Q4 		$34.4K Buy
60
+35
+140% +$19.5K 0.02% 305
2025
Q3 		$11.9K Buy
+25
New +$10.7K 0.01% 420
2025
Q1 		$11.9K Sell
36
-50
-58% -$17.8K 0.01% 349
2024
Q4 		$31.2K Buy
+86
New +$33.4K 0.02% 236

Other funds holding CAT

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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Noble Wealth Management PBC's CAT Position: Q3 2026 in Review

Noble Wealth Management PBC reduced its Caterpillar (CAT) stake by 22% in Q3 2026, selling an estimated $5.94K and leaving 25 shares worth $20.3K. The position accounts for 0.01% of the portfolio, ranked #386.

Noble Wealth Management PBC first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $34.4K in Q4 2025. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Noble Wealth Management PBC held 25 shares of Caterpillar worth $20.3K as of Q3 2026.
  • Noble Wealth Management PBC sold 7 Caterpillar shares in Q3 2026, an estimated $5.94K.
  • Caterpillar made up 0.01% of Noble Wealth Management PBC's portfolio in Q3 2026, its #386 holding.
  • Noble Wealth Management PBC first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • Noble Wealth Management PBC's Caterpillar position peaked at $34.4K in Q4 2025.
  • 214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.