Salvus Wealth Management
CAT icon

Salvus Wealth Management’s Caterpillar CAT Stock Holding History

Salvus 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 		– Sell
-215
Closed -$229K – 133
2026
Q2 		$229K Sell
215
-100
-32% -$87.8K 0.13% 117
2026
Q1 		$223K Buy
+315
New +$218K 0.13% 116

Other funds holding CAT

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
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
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

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

Salvus Wealth Management sold out of Caterpillar (CAT) in Q3 2026, closing a stake of 215 shares — an estimated $229K sold.

Salvus Wealth Management first reported a position in CAT in Q1 2026 and held it in 2 quarters. The position peaked at $229K in Q2 2026. 1,272 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Salvus Wealth Management reported no remaining Caterpillar position as of Q3 2026 after selling out during the quarter.
  • Salvus Wealth Management sold 215 Caterpillar shares in Q3 2026, an estimated $229K.
  • Salvus Wealth Management first reported a position in Caterpillar in Q1 2026 and held it in 2 quarters.
  • Salvus Wealth Management's Caterpillar position peaked at $229K in Q2 2026.
  • 1,272 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

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