PFW Advisors
CAT icon

PFW Advisors’s Caterpillar CAT Stock Holding History

PFW 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 		$282K Buy
348
+16
+5% +$13.6K 0.08% 100
2026
Q2 		$354K Buy
332
+13
+4% +$11.4K 0.1% 101
2026
Q1 		$226K Buy
+319
New +$221K 0.07% 112

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 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
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

PFW Advisors's CAT Position: Q3 2026 in Review

PFW Advisors increased its Caterpillar (CAT) stake by 4.8% in Q3 2026, buying an estimated $13.6K and bringing the position to 348 shares worth $282K. The position accounts for 0.08% of the portfolio, ranked #100.

PFW Advisors first reported a position in CAT in Q1 2026 and has held it in 3 quarters since. The position peaked at $354K in Q2 2026. 1,080 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • PFW Advisors held 348 shares of Caterpillar worth $282K as of Q3 2026.
  • PFW Advisors bought 16 Caterpillar shares in Q3 2026, an estimated $13.6K.
  • Caterpillar made up 0.08% of PFW Advisors's portfolio in Q3 2026, its #100 holding.
  • PFW Advisors first reported a position in Caterpillar in Q1 2026 and has held it in 3 quarters since.
  • PFW Advisors's Caterpillar position peaked at $354K in Q2 2026.
  • 1,080 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.