Towerpoint Wealth
CAT icon

Towerpoint Wealth’s Caterpillar CAT Stock Holding History

Towerpoint 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 		$707K Hold
872
– – 0.25% 58
2026
Q2 		$929K Buy
872
+545
+167% +$479K 0.32% 53
2026
Q1 		$232K Buy
+327
New +$226K 0.09% 84
2024
Q4 		– Sell
-517
Closed -$202K – 82
2024
Q3 		$202K Sell
517
-141
-21% -$48.7K 0.1% 84
2024
Q2 		$219K Buy
658
+50
+8% +$17.3K 0.11% 76
2024
Q1 		$223K Buy
+608
New +$194K 0.11% 76

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

Towerpoint Wealth's CAT Position: Q3 2026 in Review

Towerpoint Wealth held its Caterpillar (CAT) position steady in Q3 2026 at 872 shares worth $707K. The position accounts for 0.25% of the portfolio, ranked #58.

Towerpoint Wealth first reported a position in CAT in Q1 2024 and has held it in 6 quarters since. The position peaked at $929K in Q2 2026. 1,715 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Towerpoint Wealth held 872 shares of Caterpillar worth $707K as of Q3 2026.
  • Towerpoint Wealth left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.25% of Towerpoint Wealth's portfolio in Q3 2026, its #58 holding.
  • Towerpoint Wealth first reported a position in Caterpillar in Q1 2024 and has held it in 6 quarters since.
  • Towerpoint Wealth's Caterpillar position peaked at $929K in Q2 2026.
  • 1,715 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

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