Peterson Wealth Services
CAT icon

Peterson Wealth Services’s Caterpillar CAT Stock Holding History

Peterson Wealth 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 		$26K Hold
32
– – 0.01% 169
2026
Q2 		$34.1K Hold
32
– – 0.01% 171
2026
Q1 		$22.7K Hold
32
– – 0.01% 175
2025
Q4 		$18.3K Sell
32
-16,110
-100% -$8.95M ﹤0.01% 169
2025
Q3 		$15.3K Buy
16,142
+16,125
+94,853% +$6.88M ﹤0.01% 181
2025
Q2 		$6.6K Hold
17
– – ﹤0.01% 184
2025
Q1 		$5.61K Hold
17
– – ﹤0.01% 187
2024
Q4 		$6.17K Hold
17
– – ﹤0.01% 193
2024
Q3 		$6.65K Buy
+17
New +$5.87K ﹤0.01% 192

Other funds holding CAT

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Peterson Wealth Services's CAT Position: Q3 2026 in Review

Peterson Wealth Services held its Caterpillar (CAT) position steady in Q3 2026 at 32 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #169.

Peterson Wealth Services first reported a position in CAT in Q3 2024 and has held it in 9 quarters since. The position peaked at $34.1K in Q2 2026. 2,652 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Peterson Wealth Services held 32 shares of Caterpillar worth $26K as of Q3 2026.
  • Peterson Wealth Services left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.01% of Peterson Wealth Services's portfolio in Q3 2026, its #169 holding.
  • Peterson Wealth Services first reported a position in Caterpillar in Q3 2024 and has held it in 9 quarters since.
  • Peterson Wealth Services's Caterpillar position peaked at $34.1K in Q2 2026.
  • 2,652 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.