TL Private Wealth
CAT icon

TL Private Wealth’s Caterpillar CAT Stock Holding History

TL Private 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 		$320K Hold
400
– – 0.11% 37
2026
Q2 		$376K Hold
400
– – 0.14% 31
2026
Q1 		$316K Hold
400
– – 0.12% 34
2025
Q4 		$247K Hold
400
– – 0.1% 41
2025
Q3 		$202K Buy
+400
New +$171K 0.08% 42

Other funds holding CAT

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
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 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
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 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

TL Private Wealth's CAT Position: Q3 2026 in Review

TL Private Wealth held its Caterpillar (CAT) position steady in Q3 2026 at 400 shares worth $320K. The position accounts for 0.11% of the portfolio, ranked #37.

TL Private Wealth first reported a position in CAT in Q3 2025 and has held it in 5 quarters since. The position peaked at $376K in Q2 2026. 1,246 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • TL Private Wealth held 400 shares of Caterpillar worth $320K as of Q3 2026.
  • TL Private Wealth left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.11% of TL Private Wealth's portfolio in Q3 2026, its #37 holding.
  • TL Private Wealth first reported a position in Caterpillar in Q3 2025 and has held it in 5 quarters since.
  • TL Private Wealth's Caterpillar position peaked at $376K in Q2 2026.
  • 1,246 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on TL Private Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.