PW Nova Financial Services
CAT icon

PW Nova Financial Services’s Caterpillar CAT Stock Holding History

PW Nova Financial Services’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 		$246K Sell
303
-59
-16% -$50K 0.05% 179
2026
Q2 		$385K Sell
362
-59
-14% -$51.8K 0.08% 156
2026
Q1 		$298K Buy
421
+60
+17% +$41.6K 0.07% 159
2025
Q4 		$216K Buy
+361
New +$201K 0.08% 102

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Robeco Institutional Asset Management
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KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 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
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 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

PW Nova Financial Services's CAT Position: Q3 2026 in Review

PW Nova Financial Services reduced its Caterpillar (CAT) stake by 16% in Q3 2026, selling an estimated $50K and leaving 303 shares worth $246K. The position accounts for 0.05% of the portfolio, ranked #179.

PW Nova Financial Services first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $385K in Q2 2026. 1,272 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • PW Nova Financial Services held 303 shares of Caterpillar worth $246K as of Q3 2026.
  • PW Nova Financial Services sold 59 Caterpillar shares in Q3 2026, an estimated $50K.
  • Caterpillar made up 0.05% of PW Nova Financial Services's portfolio in Q3 2026, its #179 holding.
  • PW Nova Financial Services first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
  • PW Nova Financial Services's Caterpillar position peaked at $385K in Q2 2026.
  • 1,272 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on PW Nova Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.