SRS
CAT icon

Strong Retirement Solutions’s Caterpillar CAT Stock Holding History

Strong Retirement Solutions’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 		$1.72M Buy
2,127
+1,732
+438% +$1.47M 0.97% 31
2026
Q2 		$421K Buy
395
+23
+6% +$20.2K 0.25% 63
2026
Q1 		$264K Buy
372
+2
+0.5% +$1.39K 0.18% 70
2025
Q4 		$212K Buy
+370
New +$206K 0.14% 80

Other funds holding CAT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Strong Retirement Solutions's CAT Position: Q3 2026 in Review

Strong Retirement Solutions increased its Caterpillar (CAT) stake by 438% in Q3 2026, buying an estimated $1.47M and bringing the position to 2,127 shares worth $1.72M. The position accounts for 0.97% of the portfolio, ranked #31.

Strong Retirement Solutions first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. 400 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Strong Retirement Solutions held 2,127 shares of Caterpillar worth $1.72M as of Q3 2026.
  • Strong Retirement Solutions bought 1,732 Caterpillar shares in Q3 2026, an estimated $1.47M.
  • Caterpillar made up 0.97% of Strong Retirement Solutions's portfolio in Q3 2026, its #31 holding.
  • Strong Retirement Solutions first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
  • 400 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Strong Retirement Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.