TradeWell Securities’s Caterpillar CAT Stock Holding History

TradeWell Securities’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	$383K	Buy	472 +1	+0.2%	+$848	0.13%	40
2026 Q2	$502K	Sell	471 -102	-18%	-$89.6K	0.18%	36
2026 Q1	$406K	Buy	573 +1	+0.2%	+$693	0.17%	36
2025 Q4	$328K	Buy	572 +1	+0.2%	+$556	0.13%	35
2025 Q3	$274K	Buy	571 +3	+0.5%	+$1.28K	0.12%	41
2025 Q2	$221K	Buy	+568	New	+$189K	0.11%	44
2025 Q1	–	Sell	-564	Closed	-$205K	–	44
2024 Q4	$205K	Buy	+564	New	+$219K	0.11%	38

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

TradeWell Securities's CAT Position: Q3 2026 in Review

TradeWell Securities increased its Caterpillar (CAT) stake by 0.21% in Q3 2026, buying an estimated $848 and bringing the position to 472 shares worth $383K. The position accounts for 0.13% of the portfolio, ranked #40.

TradeWell Securities first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $502K in Q2 2026. 1,801 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

TradeWell Securities held 472 shares of Caterpillar worth $383K as of Q3 2026.
TradeWell Securities bought 1 Caterpillar share in Q3 2026, an estimated $848.
Caterpillar made up 0.13% of TradeWell Securities's portfolio in Q3 2026, its #40 holding.
TradeWell Securities first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
TradeWell Securities's Caterpillar position peaked at $502K in Q2 2026.
1,801 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on TradeWell Securities's 13F filing for Q3 2026, filed 21 Oct 2026.