NWF Advisory Services’s Caterpillar CAT Stock Holding History

NWF Advisory Services’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	$1.4M	Sell	1,726 -371	-18%	-$315K	0.13%	122
2026 Q2	$2.23M	Buy	2,097 +2	+0.1%	+$1.76K	0.21%	87
2026 Q1	$1.48M	Buy	2,095 +318	+18%	+$220K	0.17%	104
2025 Q4	$1.02M	Sell	1,777 -42	-2%	-$23.3K	0.11%	124
2025 Q3	$868K	Sell	1,819 -184	-9%	-$78.6K	0.1%	148
2025 Q2	$778K	Buy	+2,003	New	+$668K	0.09%	150
2024 Q4	–	Sell	-1,057	Closed	-$413K	–	305
2024 Q3	$413K	Buy	+1,057	New	+$365K	0.06%	194

Other funds holding CAT

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 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

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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

NWF Advisory Services's CAT Position: Q3 2026 in Review

NWF Advisory Services reduced its Caterpillar (CAT) stake by 18% in Q3 2026, selling an estimated $315K and leaving 1,726 shares worth $1.4M. The position accounts for 0.13% of the portfolio, ranked #122.

NWF Advisory Services first reported a position in CAT in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.23M in Q2 2026. 821 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

NWF Advisory Services held 1,726 shares of Caterpillar worth $1.4M as of Q3 2026.
NWF Advisory Services sold 371 Caterpillar shares in Q3 2026, an estimated $315K.
Caterpillar made up 0.13% of NWF Advisory Services's portfolio in Q3 2026, its #122 holding.
NWF Advisory Services first reported a position in Caterpillar in Q3 2024 and has held it in 7 quarters since.
NWF Advisory Services's Caterpillar position peaked at $2.23M in Q2 2026.
821 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.