StackStone Wealth’s Caterpillar CAT Stock Holding History

StackStone 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	$1.77M	Buy	+2,178	New	+$1.85M	0.17%	147

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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

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

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

StackStone Wealth's CAT Position: Q3 2026 in Review

StackStone Wealth opened a new position in Caterpillar (CAT) in Q3 2026: 2,178 shares worth $1.77M. The stake represents 0.17% of the portfolio and ranks #147 among its holdings.

1,684 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

StackStone Wealth held 2,178 shares of Caterpillar worth $1.77M as of Q3 2026.
Caterpillar was a new StackStone Wealth position in Q3 2026.
Caterpillar made up 0.17% of StackStone Wealth's portfolio in Q3 2026, its #147 holding.
1,684 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.