Solidarity Wealth’s Caterpillar CAT Stock Holding History

Solidarity Wealth’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	$510K	Sell	629 -37	-6%	-$31.4K	0.09%	64
2026 Q2	$709K	Buy	666 +20	+3%	+$17.6K	0.12%	60
2026 Q1	$458K	Buy	646 +50	+8%	+$34.6K	0.09%	61
2025 Q4	$341K	Sell	596 -48	-7%	-$26.7K	0.07%	65
2025 Q3	$307K	Buy	644 +70	+12%	+$29.9K	0.07%	73
2025 Q2	$223K	Sell	574 -5,500	-91%	-$1.83M	0.05%	78
2025 Q1	$2M	Buy	+6,074	New	+$2.16M	0.49%	36
2023 Q3	–	Sell	-4,774	Closed	-$1.17M	–	89
2023 Q2	$1.17M	Buy	+4,774	New	+$1.06M	0.48%	41

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Solidarity Wealth's CAT Position: Q3 2026 in Review

Solidarity Wealth reduced its Caterpillar (CAT) stake by 5.6% in Q3 2026, selling an estimated $31.4K and leaving 629 shares worth $510K. The position accounts for 0.09% of the portfolio, ranked #64.

Solidarity Wealth first reported a position in CAT in Q2 2023 and has held it in 8 quarters since. The position peaked at $2M in Q1 2025. 1,890 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Solidarity Wealth held 629 shares of Caterpillar worth $510K as of Q3 2026.
Solidarity Wealth sold 37 Caterpillar shares in Q3 2026, an estimated $31.4K.
Caterpillar made up 0.09% of Solidarity Wealth's portfolio in Q3 2026, its #64 holding.
Solidarity Wealth first reported a position in Caterpillar in Q2 2023 and has held it in 8 quarters since.
Solidarity Wealth's Caterpillar position peaked at $2M in Q1 2025.
1,890 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Solidarity Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.