Powers Advisory Group
CAT icon

Powers Advisory Group’s Caterpillar CAT Stock Holding History

Powers Advisory Group’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 		$277K Buy
342
+14
+4% +$11.9K 0.08% 111
2026
Q2 		$350K Sell
328
-4
-1% -$3.51K 0.11% 102
2026
Q1 		$235K Sell
332
-40
-11% -$27.7K 0.08% 119
2025
Q4 		$213K Buy
+372
New +$207K 0.08% 121

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

Powers Advisory Group's CAT Position: Q3 2026 in Review

Powers Advisory Group increased its Caterpillar (CAT) stake by 4.3% in Q3 2026, buying an estimated $11.9K and bringing the position to 342 shares worth $277K. The position accounts for 0.08% of the portfolio, ranked #111.

Powers Advisory Group first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $350K in Q2 2026. 1,039 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Powers Advisory Group held 342 shares of Caterpillar worth $277K as of Q3 2026.
  • Powers Advisory Group bought 14 Caterpillar shares in Q3 2026, an estimated $11.9K.
  • Caterpillar made up 0.08% of Powers Advisory Group's portfolio in Q3 2026, its #111 holding.
  • Powers Advisory Group first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
  • Powers Advisory Group's Caterpillar position peaked at $350K in Q2 2026.
  • 1,039 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.