Tanglewood Wealth Management
CAT icon

Tanglewood Wealth Management’s Caterpillar CAT Stock Holding History

Tanglewood 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 		$203K Hold
250
– – 0.02% 48
2026
Q2 		$266K Buy
+250
New +$220K 0.02% 39

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

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

Tanglewood Wealth Management held its Caterpillar (CAT) position steady in Q3 2026 at 250 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #48.

Tanglewood Wealth Management first reported a position in CAT in Q2 2026 and has held it in 2 quarters since. The position peaked at $266K in Q2 2026. 1,772 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Tanglewood Wealth Management held 250 shares of Caterpillar worth $203K as of Q3 2026.
  • Tanglewood Wealth Management left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.02% of Tanglewood Wealth Management's portfolio in Q3 2026, its #48 holding.
  • Tanglewood Wealth Management first reported a position in Caterpillar in Q2 2026 and has held it in 2 quarters since.
  • Tanglewood Wealth Management's Caterpillar position peaked at $266K in Q2 2026.
  • 1,772 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Tanglewood Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.