PWM
CAT icon

Puff Wealth Management’s Caterpillar CAT Stock Holding History

Puff Wealth Management’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 		$236K Buy
292
+3
+1% +$2.54K 0.22% 74
2026
Q2 		$308K Buy
+289
New +$254K 0.31% 67

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
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 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
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Puff Wealth Management's CAT Position: Q3 2026 in Review

Puff Wealth Management increased its Caterpillar (CAT) stake by 1% in Q3 2026, buying an estimated $2.54K and bringing the position to 292 shares worth $236K. The position accounts for 0.22% of the portfolio, ranked #74.

Puff Wealth Management first reported a position in CAT in Q2 2026 and has held it in 2 quarters since. The position peaked at $308K in Q2 2026. 434 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Puff Wealth Management held 292 shares of Caterpillar worth $236K as of Q3 2026.
  • Puff Wealth Management bought 3 Caterpillar shares in Q3 2026, an estimated $2.54K.
  • Caterpillar made up 0.22% of Puff Wealth Management's portfolio in Q3 2026, its #74 holding.
  • Puff Wealth Management first reported a position in Caterpillar in Q2 2026 and has held it in 2 quarters since.
  • Puff Wealth Management's Caterpillar position peaked at $308K in Q2 2026.
  • 434 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.