TWM
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Todd Wealth Management’s Caterpillar CAT Stock Holding History

Todd 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 		$604K Sell
744
-10
-1% -$8.48K 0.46% 49
2026
Q2 		$803K Buy
754
+1
+0.1% +$878 0.61% 39
2026
Q1 		$534K Hold
753
– – 0.49% 50
2025
Q4 		$431K Buy
+753
New +$419K 0.39% 60

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
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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

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

Todd Wealth Management reduced its Caterpillar (CAT) stake by 1.3% in Q3 2026, selling an estimated $8.48K and leaving 744 shares worth $604K. The position accounts for 0.46% of the portfolio, ranked #49.

Todd Wealth Management first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $803K in Q2 2026. 1,684 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Todd Wealth Management held 744 shares of Caterpillar worth $604K as of Q3 2026.
  • Todd Wealth Management sold 10 Caterpillar shares in Q3 2026, an estimated $8.48K.
  • Caterpillar made up 0.46% of Todd Wealth Management's portfolio in Q3 2026, its #49 holding.
  • Todd Wealth Management first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
  • Todd Wealth Management's Caterpillar position peaked at $803K in Q2 2026.
  • 1,684 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

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