TrueNorth Wealth & Impact, LLC’s Caterpillar CAT Stock Holding History

TrueNorth Wealth & Impact, 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	$2.32M	Buy	+2,861	New	+$2.43M	0.88%	26

Other funds holding CAT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's CAT Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Caterpillar (CAT) in Q3 2026: 2,861 shares worth $2.32M. The stake represents 0.88% of the portfolio and ranks #26 among its holdings.

3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 2,861 shares of Caterpillar worth $2.32M as of Q3 2026.
Caterpillar was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
Caterpillar made up 0.88% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #26 holding.
3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.