Pinnacle Wealth Planning Services
CAT icon

Pinnacle Wealth Planning Services’s Caterpillar CAT Stock Holding History

Pinnacle Wealth Planning 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 		$1.69M Sell
2,083
-18
-0.9% -$15.3K 0.16% 83
2026
Q2 		$2.24M Sell
2,101
-424
-17% -$372K 0.21% 61
2026
Q1 		$1.79M Sell
2,525
-138
-5% -$95.6K 0.18% 63
2025
Q4 		$1.53M Sell
2,663
-52
-2% -$28.9K 0.16% 71
2025
Q3 		$1.3M Sell
2,715
-31
-1% -$13.2K 0.15% 84
2025
Q2 		$1.07M Sell
2,746
-135
-5% -$45K 0.14% 92
2025
Q1 		$950K Buy
2,881
+56
+2% +$19.9K 0.14% 87
2024
Q4 		$1.02M Sell
2,825
-615
-18% -$239K 0.15% 77
2024
Q3 		$1.35M Sell
3,440
-258
-7% -$89.1K 0.18% 73
2024
Q2 		$1.23M Sell
3,698
-195
-5% -$67.6K 0.18% 82
2024
Q1 		$1.43M Buy
3,893
+32
+0.8% +$10.2K 0.21% 73
2023
Q4 		$1.14M Sell
3,861
-77
-2% -$20K 0.18% 85
2023
Q3 		$1.08M Sell
3,938
-2,077
-35% -$563K 0.18% 80
2023
Q2 		$1.48M Sell
6,015
-160
-3% -$35.7K 0.24% 62
2023
Q1 		$1.41M Buy
6,175
+2,079
+51% +$503K 0.23% 64
2022
Q4 		$981K Buy
4,096
+220
+6% +$47.9K 0.17% 84
2022
Q3 		$636K Buy
3,876
+663
+21% +$121K 0.12% 112
2022
Q2 		$574K Sell
3,213
-793
-20% -$167K 0.1% 132
2022
Q1 		$893K Buy
4,006
+150
+4% +$31.5K 0.16% 102
2021
Q4 		$798K Buy
3,856
+420
+12% +$84.6K 0.16% 101
2021
Q3 		$660K Buy
3,436
+89
+3% +$18.5K 0.15% 109
2021
Q2 		$728K Hold
3,347
– – 0.17% 94
2021
Q1 		$776K Buy
3,347
+168
+5% +$34.8K 0.2% 85
2020
Q4 		$579K Buy
3,179
+61
+2% +$10.3K 0.14% 98
2020
Q3 		$465K Buy
3,118
+40
+1% +$5.62K 0.15% 109
2020
Q2 		$389K Buy
3,078
+530
+21% +$62.8K 0.13% 134
2020
Q1 		$295K Sell
2,548
-413
-14% -$52.8K 0.14% 138
2019
Q4 		$437K Buy
2,961
+948
+47% +$132K 0.21% 105
2019
Q3 		$254K Buy
2,013
+545
+37% +$69.2K 0.14% 141
2019
Q2 		$200K Buy
+1,468
New +$194K 0.12% 157
2018
Q4 		– Sell
-1,471
Closed -$225K – 155
2018
Q3 		$225K Buy
+1,471
New +$208K 0.21% 153

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Pinnacle Wealth Planning Services's CAT Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Caterpillar (CAT) stake by 0.86% in Q3 2026, selling an estimated $15.3K and leaving 2,083 shares worth $1.69M. The position accounts for 0.16% of the portfolio, ranked #83.

Pinnacle Wealth Planning Services first reported a position in CAT in Q3 2018 and has held it in 31 quarters since. The position peaked at $2.24M in Q2 2026. 2,667 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Pinnacle Wealth Planning Services held 2,083 shares of Caterpillar worth $1.69M as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 18 Caterpillar shares in Q3 2026, an estimated $15.3K.
  • Caterpillar made up 0.16% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #83 holding.
  • Pinnacle Wealth Planning Services first reported a position in Caterpillar in Q3 2018 and has held it in 31 quarters since.
  • Pinnacle Wealth Planning Services's Caterpillar position peaked at $2.24M in Q2 2026.
  • 2,667 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.