15 Wealth Advisors LLC’s Caterpillar CAT Stock Holding History

15 Wealth Advisors LLC’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	$203K	Buy	+250	New	+$212K	0.05%	107

Other funds holding CAT

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 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

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

15 Wealth Advisors LLC's CAT Position: Q3 2026 in Review

15 Wealth Advisors LLC opened a new position in Caterpillar (CAT) in Q3 2026: 250 shares worth $203K. The stake represents 0.05% of the portfolio and ranks #107 among its holdings.

482 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

15 Wealth Advisors LLC held 250 shares of Caterpillar worth $203K as of Q3 2026.
Caterpillar was a new 15 Wealth Advisors LLC position in Q3 2026.
Caterpillar made up 0.05% of 15 Wealth Advisors LLC's portfolio in Q3 2026, its #107 holding.
482 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on 15 Wealth Advisors LLC's 13F filing for Q3 2026, filed 14 Oct 2026.