Retirement Wealth Solutions’s Caterpillar CAT Stock Holding History

Retirement Wealth Solutions’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	$75.9K	Buy	94 +5	+6%	+$4.24K	0.04%	96
2026 Q2	$94.4K	Sell	89 -6	-6%	-$5.27K	0.05%	79
2026 Q1	$67K	Sell	95 -2	-2%	-$1.39K	0.04%	83
2025 Q4	$55.3K	Hold	97	–	–	0.04%	95
2025 Q3	$46.1K	Hold	97	–	–	0.03%	101
2025 Q2	$37.5K	Buy	97 +1	+1%	+$333	0.03%	107
2025 Q1	$31.8K	Hold	96	–	–	0.03%	102
2024 Q4	$33.8K	Buy	+96	New	+$37.2K	0.03%	108

Other funds holding CAT

FFA

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

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

OMC

Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Retirement Wealth Solutions's CAT Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Caterpillar (CAT) stake by 5.6% in Q3 2026, buying an estimated $4.24K and bringing the position to 94 shares worth $75.9K. The position accounts for 0.04% of the portfolio, ranked #96.

Retirement Wealth Solutions first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $94.4K in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Retirement Wealth Solutions held 94 shares of Caterpillar worth $75.9K as of Q3 2026.
Retirement Wealth Solutions bought 5 Caterpillar shares in Q3 2026, an estimated $4.24K.
Caterpillar made up 0.04% of Retirement Wealth Solutions's portfolio in Q3 2026, its #96 holding.
Retirement Wealth Solutions first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
Retirement Wealth Solutions's Caterpillar position peaked at $94.4K in Q2 2026.
214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

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