Outlook Wealth Advisors
CAT icon

Outlook Wealth Advisors’s Caterpillar CAT Stock Holding History

Outlook 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 		$259K Sell
320
-22
-6% -$18.7K 0.06% 273
2026
Q2 		$364K Sell
342
-30
-8% -$26.4K 0.08% 223
2026
Q1 		$252K Buy
372
+7
+2% +$4.85K 0.06% 278
2025
Q4 		$209K Buy
+365
New +$203K 0.05% 293

Other funds holding CAT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Outlook Wealth Advisors reduced its Caterpillar (CAT) stake by 6.4% in Q3 2026, selling an estimated $18.7K and leaving 320 shares worth $259K. The position accounts for 0.06% of the portfolio, ranked #273.

Outlook Wealth Advisors first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $364K in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Outlook Wealth Advisors held 320 shares of Caterpillar worth $259K as of Q3 2026.
  • Outlook Wealth Advisors sold 22 Caterpillar shares in Q3 2026, an estimated $18.7K.
  • Caterpillar made up 0.06% of Outlook Wealth Advisors's portfolio in Q3 2026, its #273 holding.
  • Outlook Wealth Advisors first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
  • Outlook Wealth Advisors's Caterpillar position peaked at $364K in Q2 2026.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Outlook Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.