Strata Wealth Advisors
CAT icon

Strata Wealth Advisors’s Caterpillar CAT Stock Holding History

Strata Wealth Advisors’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 		$354K Buy
436
+21
+5% +$17.8K 0.08% 66
2026
Q2 		$442K Buy
415
+35
+9% +$30.7K 0.11% 60
2026
Q1 		$269K Buy
380
+8
+2% +$5.54K 0.07% 78
2025
Q4 		$213K Buy
+372
New +$207K 0.06% 86

Other funds holding CAT

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
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
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
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Strata Wealth Advisors's CAT Position: Q3 2026 in Review

Strata Wealth Advisors increased its Caterpillar (CAT) stake by 5.1% in Q3 2026, buying an estimated $17.8K and bringing the position to 436 shares worth $354K. The position accounts for 0.08% of the portfolio, ranked #66.

Strata Wealth Advisors first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $442K in Q2 2026. 1,086 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Strata Wealth Advisors held 436 shares of Caterpillar worth $354K as of Q3 2026.
  • Strata Wealth Advisors bought 21 Caterpillar shares in Q3 2026, an estimated $17.8K.
  • Caterpillar made up 0.08% of Strata Wealth Advisors's portfolio in Q3 2026, its #66 holding.
  • Strata Wealth Advisors first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
  • Strata Wealth Advisors's Caterpillar position peaked at $442K in Q2 2026.
  • 1,086 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Strata Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.