Physician Wealth Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Physician Wealth Advisors's CAT Position: Q3 2026 in Review
Physician Wealth Advisors increased its Caterpillar (CAT) stake by 12% in Q3 2026, buying an estimated $100K and bringing the position to 1,082 shares worth $878K. The position accounts for 0.1% of the portfolio, ranked #91.
Physician Wealth Advisors first reported a position in CAT in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.03M in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.
- Physician Wealth Advisors held 1,082 shares of Caterpillar worth $878K as of Q3 2026.
- Physician Wealth Advisors bought 118 Caterpillar shares in Q3 2026, an estimated $100K.
- Caterpillar made up 0.1% of Physician Wealth Advisors's portfolio in Q3 2026, its #91 holding.
- Physician Wealth Advisors first reported a position in Caterpillar in Q1 2024 and has held it in 11 quarters since.
- Physician Wealth Advisors's Caterpillar position peaked at $1.03M in Q2 2026.
- 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.
Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.