Olistico Wealth’s Caterpillar CAT Stock Holding History

Olistico 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	$1.59M	Buy	1,962 +20	+1%	+$17K	0.67%	33
2026 Q2	$2.07M	Hold	1,942	–	–	0.88%	26
2026 Q1	$1.38M	Buy	1,942 +35	+2%	+$24.2K	0.68%	35
2025 Q4	$1.09M	Hold	1,907	–	–	0.53%	41
2025 Q3	$910K	Sell	1,907 -328	-15%	-$140K	0.48%	42
2025 Q2	$868K	Buy	2,235 +705	+46%	+$235K	0.48%	42
2025 Q1	$505K	Hold	1,530	–	–	0.31%	60
2024 Q4	$555K	Hold	1,530	–	–	0.32%	55
2024 Q3	$598K	Hold	1,530	–	–	0.37%	55
2024 Q2	$510K	Buy	1,530 +100	+7%	+$34.7K	0.33%	62
2024 Q1	$524K	Sell	1,430 -700	-33%	-$224K	0.38%	58
2023 Q4	$630K	Buy	2,130 +70	+3%	+$18.2K	0.49%	44
2023 Q3	$562K	Sell	2,060 -300	-13%	-$81.4K	0.5%	52
2023 Q2	$581K	Buy	2,360 +500	+27%	+$111K	0.5%	52
2023 Q1	$426K	Buy	1,860 +130	+8%	+$31.4K	0.41%	63
2022 Q4	$414K	Buy	+1,730	New	+$377K	0.45%	62

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 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

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 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

Olistico Wealth's CAT Position: Q3 2026 in Review

Olistico Wealth increased its Caterpillar (CAT) stake by 1% in Q3 2026, buying an estimated $17K and bringing the position to 1,962 shares worth $1.59M. The position accounts for 0.67% of the portfolio, ranked #33.

Olistico Wealth first reported a position in CAT in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.07M in Q2 2026. 1,172 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Olistico Wealth held 1,962 shares of Caterpillar worth $1.59M as of Q3 2026.
Olistico Wealth bought 20 Caterpillar shares in Q3 2026, an estimated $17K.
Caterpillar made up 0.67% of Olistico Wealth's portfolio in Q3 2026, its #33 holding.
Olistico Wealth first reported a position in Caterpillar in Q4 2022 and has held it in 16 quarters since.
Olistico Wealth's Caterpillar position peaked at $2.07M in Q2 2026.
1,172 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.