RMG Wealth Management
CAT icon

RMG Wealth Management’s Caterpillar CAT Stock Holding History

RMG 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 		$104K Hold
149
– – 0.01% 116
2026
Q2 		$127K Hold
149
– – 0.01% 103
2026
Q1 		$138K Hold
149
– – 0.02% 90
2025
Q4 		$95.7K Buy
149
+13
+10% +$7.22K 0.01% 107
2025
Q3 		$69.9K Hold
136
– – 0.01% 117
2025
Q2 		$56.5K Buy
+136
New +$45.3K 0.01% 124

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

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

RMG Wealth Management held its Caterpillar (CAT) position steady in Q3 2026 at 149 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #116.

RMG Wealth Management first reported a position in CAT in Q2 2025 and has held it in 6 quarters since. The position peaked at $138K in Q1 2026. 2,043 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • RMG Wealth Management held 149 shares of Caterpillar worth $104K as of Q3 2026.
  • RMG Wealth Management left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.01% of RMG Wealth Management's portfolio in Q3 2026, its #116 holding.
  • RMG Wealth Management first reported a position in Caterpillar in Q2 2025 and has held it in 6 quarters since.
  • RMG Wealth Management's Caterpillar position peaked at $138K in Q1 2026.
  • 2,043 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on RMG Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.