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

Revisor 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 		$1.25M Buy
1,689
+77
+5% +$65.3K 0.31% 82
2026
Q2 		$1.72M Buy
1,612
+25
+2% +$22K 0.41% 55
2026
Q1 		$1.11M Sell
1,587
-154
-9% -$107K 0.31% 86
2025
Q4 		$1.1M Buy
1,741
+29
+2% +$16.1K 0.29% 84
2025
Q3 		$849K Sell
1,712
-199
-10% -$85K 0.29% 77
2025
Q2 		$777K Sell
1,911
-54
-3% -$18K 0.28% 78
2025
Q1 		$648K Buy
1,965
+1,099
+127% +$391K 0.29% 69
2024
Q4 		$313K Sell
866
-342
-28% -$133K 0.29% 68
2024
Q3 		$472K Sell
1,208
-19
-2% -$6.56K 0.3% 70
2024
Q2 		$409K Sell
1,227
-1,073
-47% -$372K 0.28% 78
2024
Q1 		$761K Buy
2,300
+1,277
+125% +$408K 0.34% 63
2023
Q4 		$302K Sell
1,023
-288
-22% -$74.7K 0.35% 70
2023
Q3 		$358K Buy
1,311
+43
+3% +$11.7K 0.3% 80
2023
Q2 		$312K Buy
1,268
+19
+2% +$4.24K 0.28% 99
2023
Q1 		$286K Buy
+1,249
New +$302K 0.26% 107

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

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

Revisor Wealth Management increased its Caterpillar (CAT) stake by 4.8% in Q3 2026, buying an estimated $65.3K and bringing the position to 1,689 shares worth $1.25M. The position accounts for 0.31% of the portfolio, ranked #82.

Revisor Wealth Management first reported a position in CAT in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.72M in Q2 2026. 2,734 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Revisor Wealth Management held 1,689 shares of Caterpillar worth $1.25M as of Q3 2026.
  • Revisor Wealth Management bought 77 Caterpillar shares in Q3 2026, an estimated $65.3K.
  • Caterpillar made up 0.31% of Revisor Wealth Management's portfolio in Q3 2026, its #82 holding.
  • Revisor Wealth Management first reported a position in Caterpillar in Q1 2023 and has held it in 15 quarters since.
  • Revisor Wealth Management's Caterpillar position peaked at $1.72M in Q2 2026.
  • 2,734 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Revisor Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.