Private Wealth Group
CAT icon

Private Wealth Group’s Caterpillar CAT Stock Holding History

Private Wealth 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
+51
+18% +$43.3K 0.11% 61
2026
Q2 		$310K Buy
291
+2
+0.7% +$1.76K 0.12% 62
2026
Q1 		$205K Buy
+289
New +$200K 0.1% 69

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
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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Private Wealth Group's CAT Position: Q3 2026 in Review

Private Wealth Group increased its Caterpillar (CAT) stake by 18% in Q3 2026, buying an estimated $43.3K and bringing the position to 342 shares worth $277K. The position accounts for 0.11% of the portfolio, ranked #61.

Private Wealth Group first reported a position in CAT in Q1 2026 and has held it in 3 quarters since. The position peaked at $310K in Q2 2026. 2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Private Wealth Group held 342 shares of Caterpillar worth $277K as of Q3 2026.
  • Private Wealth Group bought 51 Caterpillar shares in Q3 2026, an estimated $43.3K.
  • Caterpillar made up 0.11% of Private Wealth Group's portfolio in Q3 2026, its #61 holding.
  • Private Wealth Group first reported a position in Caterpillar in Q1 2026 and has held it in 3 quarters since.
  • Private Wealth Group's Caterpillar position peaked at $310K in Q2 2026.
  • 2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.