PWA
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Portus Wealth Advisors’s Caterpillar CAT Stock Holding History

Portus Wealth 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 		$2.43M Buy
2,994
+20
+0.7% +$17K 2% 14
2026
Q2 		$3.17M Sell
2,974
-49
-2% -$43K 2.61% 10
2026
Q1 		$2.14M Sell
3,023
-778
-20% -$539K 2.02% 12
2025
Q4 		$2.18M Buy
3,801
+72
+2% +$40K 2.05% 14
2025
Q3 		$1.78M Buy
+3,729
New +$1.59M 1.77% 16

Other funds holding CAT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Portus Wealth Advisors's CAT Position: Q3 2026 in Review

Portus Wealth Advisors increased its Caterpillar (CAT) stake by 0.67% in Q3 2026, buying an estimated $17K and bringing the position to 2,994 shares worth $2.43M. The position accounts for 2% of the portfolio, ranked #14.

Portus Wealth Advisors first reported a position in CAT in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.17M in Q2 2026. 308 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Portus Wealth Advisors held 2,994 shares of Caterpillar worth $2.43M as of Q3 2026.
  • Portus Wealth Advisors bought 20 Caterpillar shares in Q3 2026, an estimated $17K.
  • Caterpillar made up 2% of Portus Wealth Advisors's portfolio in Q3 2026, its #14 holding.
  • Portus Wealth Advisors first reported a position in Caterpillar in Q3 2025 and has held it in 5 quarters since.
  • Portus Wealth Advisors's Caterpillar position peaked at $3.17M in Q2 2026.
  • 308 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Portus Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.