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Opal Wealth Advisors’s Caterpillar CAT Stock Holding History

Opal Wealth Advisors’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 		$1.34M Sell
1,651
-30
-2% -$25.4K 0.28% 42
2026
Q2 		$1.79M Sell
1,681
-61
-4% -$53.6K 0.39% 30
2026
Q1 		$1.23M Sell
1,742
-18
-1% -$12.5K 0.28% 34
2025
Q4 		$1.01M Buy
1,760
+5
+0.3% +$2.78K 0.26% 47
2025
Q3 		$838K Sell
1,755
-130
-7% -$55.5K 0.23% 53
2025
Q2 		$732K Buy
1,885
+180
+11% +$60K 0.2% 61
2025
Q1 		$562K Sell
1,705
-66
-4% -$23.5K 0.17% 70
2024
Q4 		$643K Buy
1,771
+115
+7% +$44.6K 0.19% 74
2024
Q3 		$648K Sell
1,656
-44
-3% -$15.2K 0.2% 64
2024
Q2 		$566K Sell
1,700
-430
-20% -$149K 0.18% 72
2024
Q1 		$781K Sell
2,130
-360
-14% -$115K 0.26% 53
2023
Q4 		$736K Buy
2,490
+29
+1% +$7.52K 0.29% 58
2023
Q3 		$672K Buy
2,461
+102
+4% +$27.7K 0.39% 42
2023
Q2 		$580K Buy
+2,359
New +$526K 0.29% 44

Other funds holding CAT

Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vontobel Holding
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

Opal Wealth Advisors's CAT Position: Q3 2026 in Review

Opal Wealth Advisors reduced its Caterpillar (CAT) stake by 1.8% in Q3 2026, selling an estimated $25.4K and leaving 1,651 shares worth $1.34M. The position accounts for 0.28% of the portfolio, ranked #42.

Opal Wealth Advisors first reported a position in CAT in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.79M in Q2 2026. 865 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Opal Wealth Advisors held 1,651 shares of Caterpillar worth $1.34M as of Q3 2026.
  • Opal Wealth Advisors sold 30 Caterpillar shares in Q3 2026, an estimated $25.4K.
  • Caterpillar made up 0.28% of Opal Wealth Advisors's portfolio in Q3 2026, its #42 holding.
  • Opal Wealth Advisors first reported a position in Caterpillar in Q2 2023 and has held it in 14 quarters since.
  • Opal Wealth Advisors's Caterpillar position peaked at $1.79M in Q2 2026.
  • 865 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.