Pines Wealth Management
CAT icon

Pines Wealth Management’s Caterpillar CAT Stock Holding History

Pines Wealth Management’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 		$1.52M Sell
1,869
-43
-2% -$36.5K 0.43% 60
2026
Q2 		$2.04M Sell
1,912
-56
-3% -$49.2K 0.59% 36
2026
Q1 		$1.39M Sell
1,968
-87
-4% -$60.3K 0.45% 58
2025
Q4 		$1.18M Buy
2,055
+149
+8% +$82.8K 0.38% 68
2025
Q3 		$909K Buy
1,906
+81
+4% +$34.6K 0.31% 85
2025
Q2 		$726K Buy
1,825
+292
+19% +$97.3K 0.26% 96
2025
Q1 		$420K Buy
1,533
+282
+23% +$100K 0.19% 121
2024
Q4 		$439K Buy
+1,251
New +$485K 0.19% 127

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 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
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 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

Pines Wealth Management's CAT Position: Q3 2026 in Review

Pines Wealth Management reduced its Caterpillar (CAT) stake by 2.2% in Q3 2026, selling an estimated $36.5K and leaving 1,869 shares worth $1.52M. The position accounts for 0.43% of the portfolio, ranked #60.

Pines Wealth Management first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.04M in Q2 2026. 1,272 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Pines Wealth Management held 1,869 shares of Caterpillar worth $1.52M as of Q3 2026.
  • Pines Wealth Management sold 43 Caterpillar shares in Q3 2026, an estimated $36.5K.
  • Caterpillar made up 0.43% of Pines Wealth Management's portfolio in Q3 2026, its #60 holding.
  • Pines Wealth Management first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
  • Pines Wealth Management's Caterpillar position peaked at $2.04M in Q2 2026.
  • 1,272 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.