Tanager Wealth Management
CAT icon

Tanager Wealth Management’s Caterpillar CAT Stock Holding History

Tanager 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 		$486K Buy
600
+47
+8% +$39.9K 0.04% 98
2026
Q2 		$589K Buy
553
+44
+9% +$38.7K 0.05% 88
2026
Q1 		$361K Buy
509
+96
+23% +$66.5K 0.03% 102
2025
Q4 		$237K Buy
+413
New +$230K 0.02% 125

Other funds holding CAT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Tanager Wealth Management increased its Caterpillar (CAT) stake by 8.5% in Q3 2026, buying an estimated $39.9K and bringing the position to 600 shares worth $486K. The position accounts for 0.04% of the portfolio, ranked #98.

Tanager Wealth Management first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $589K in Q2 2026. 2,494 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Tanager Wealth Management held 600 shares of Caterpillar worth $486K as of Q3 2026.
  • Tanager Wealth Management bought 47 Caterpillar shares in Q3 2026, an estimated $39.9K.
  • Caterpillar made up 0.04% of Tanager Wealth Management's portfolio in Q3 2026, its #98 holding.
  • Tanager Wealth Management first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
  • Tanager Wealth Management's Caterpillar position peaked at $589K in Q2 2026.
  • 2,494 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

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