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

Sendero 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 		$1.26M Sell
1,558
-2
-0.1% -$1.7K 0.13% 105
2026
Q2 		$1.66M Buy
1,560
+11
+0.7% +$9.7K 0.17% 90
2026
Q1 		$1.1M Sell
1,549
-17
-1% -$11.8K 0.12% 98
2025
Q4 		$897K Buy
1,566
+209
+15% +$116K 0.1% 116
2025
Q3 		$647K Hold
1,357
– – 0.08% 126
2025
Q2 		$527K Buy
1,357
+6
+0.4% +$2K 0.07% 139
2025
Q1 		$446K Buy
1,351
+7
+0.5% +$2.49K 0.06% 142
2024
Q4 		$488K Hold
1,344
– – 0.07% 128
2024
Q3 		$526K Hold
1,344
– – 0.08% 120
2024
Q2 		$448K Hold
1,344
– – 0.08% 126
2024
Q1 		$492K Hold
1,344
– – 0.08% 129
2023
Q4 		$397K Hold
1,344
– – 0.07% 132
2023
Q3 		$367K Hold
1,344
– – 0.08% 127
2023
Q2 		$331K Buy
+1,344
New +$300K 0.07% 128

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

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

Sendero Wealth Management reduced its Caterpillar (CAT) stake by 0.13% in Q3 2026, selling an estimated $1.7K and leaving 1,558 shares worth $1.26M. The position accounts for 0.13% of the portfolio, ranked #105.

Sendero Wealth Management first reported a position in CAT in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.66M in Q2 2026. 1,272 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Sendero Wealth Management held 1,558 shares of Caterpillar worth $1.26M as of Q3 2026.
  • Sendero Wealth Management sold 2 Caterpillar shares in Q3 2026, an estimated $1.7K.
  • Caterpillar made up 0.13% of Sendero Wealth Management's portfolio in Q3 2026, its #105 holding.
  • Sendero Wealth Management first reported a position in Caterpillar in Q2 2023 and has held it in 14 quarters since.
  • Sendero Wealth Management's Caterpillar position peaked at $1.66M in Q2 2026.
  • 1,272 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.