Purus Wealth Management
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Purus Wealth Management’s Caterpillar CAT Stock Holding History

Purus 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 		$2.41M Sell
2,967
-60
-2% -$50.9K 0.66% 33
2026
Q2 		$3.22M Sell
3,027
-11
-0.4% -$9.7K 0.89% 25
2026
Q1 		$2.15M Buy
3,038
+20
+0.7% +$13.9K 0.69% 35
2025
Q4 		$1.73M Buy
3,018
+16
+0.5% +$8.89K 0.54% 46
2025
Q3 		$1.43M Sell
3,002
-37
-1% -$15.8K 0.46% 53
2025
Q2 		$1.18M Buy
3,039
+1,737
+133% +$579K 0.41% 51
2025
Q1 		$429K Buy
1,302
+218
+20% +$77.7K 0.18% 82
2024
Q4 		$393K Buy
1,084
+118
+12% +$45.8K 0.16% 82
2024
Q3 		$378K Sell
966
-29
-3% -$10K 0.16% 81
2024
Q2 		$331K Sell
995
-34
-3% -$11.8K 0.15% 83
2024
Q1 		$377K Sell
1,029
-43
-4% -$13.7K 0.19% 73
2023
Q4 		$317K Sell
1,072
-44
-4% -$11.4K 0.18% 89
2023
Q3 		$305K Buy
1,116
+11
+1% +$2.98K 0.21% 84
2023
Q2 		$272K Buy
1,105
+36
+3% +$8.03K 0.18% 97
2023
Q1 		$245K Buy
1,069
+130
+14% +$31.4K 0.19% 102
2022
Q4 		$225K Buy
+939
New +$204K 0.2% 98

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

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

Purus Wealth Management reduced its Caterpillar (CAT) stake by 2% in Q3 2026, selling an estimated $50.9K and leaving 2,967 shares worth $2.41M. The position accounts for 0.66% of the portfolio, ranked #33.

Purus Wealth Management first reported a position in CAT in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.22M in Q2 2026. 2,554 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Purus Wealth Management held 2,967 shares of Caterpillar worth $2.41M as of Q3 2026.
  • Purus Wealth Management sold 60 Caterpillar shares in Q3 2026, an estimated $50.9K.
  • Caterpillar made up 0.66% of Purus Wealth Management's portfolio in Q3 2026, its #33 holding.
  • Purus Wealth Management first reported a position in Caterpillar in Q4 2022 and has held it in 16 quarters since.
  • Purus Wealth Management's Caterpillar position peaked at $3.22M in Q2 2026.
  • 2,554 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Purus Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.