Traveka Wealth
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Traveka Wealth’s Caterpillar CAT Stock Holding History

Traveka 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 		$1.21M Buy
1,496
+146
+11% +$124K 0.37% 57
2026
Q2 		$1.44M Buy
1,350
+6
+0.4% +$5.27K 0.48% 48
2026
Q1 		$952K Hold
1,344
– – 0.36% 54
2025
Q4 		$770K Sell
1,344
-35
-3% -$19.5K 0.31% 63
2025
Q3 		$658K Buy
1,379
+16
+1% +$6.83K 0.29% 65
2025
Q2 		$529K Buy
1,363
+148
+12% +$49.3K 0.28% 60
2025
Q1 		$401K Sell
1,215
-36
-3% -$12.8K 0.22% 76
2024
Q4 		$454K Buy
1,251
+73
+6% +$28.3K 0.25% 69
2024
Q3 		$461K Buy
1,178
+41
+4% +$14.2K 0.23% 61
2024
Q2 		$379K Buy
1,137
+28
+3% +$9.7K 0.18% 69
2024
Q1 		$406K Buy
1,109
+65
+6% +$20.8K 0.19% 64
2023
Q4 		$309K Buy
+1,044
New +$271K 0.16% 80

Other funds holding CAT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Traveka Wealth's CAT Position: Q3 2026 in Review

Traveka Wealth increased its Caterpillar (CAT) stake by 11% in Q3 2026, buying an estimated $124K and bringing the position to 1,496 shares worth $1.21M. The position accounts for 0.37% of the portfolio, ranked #57.

Traveka Wealth first reported a position in CAT in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.44M in Q2 2026. 2,554 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Traveka Wealth held 1,496 shares of Caterpillar worth $1.21M as of Q3 2026.
  • Traveka Wealth bought 146 Caterpillar shares in Q3 2026, an estimated $124K.
  • Caterpillar made up 0.37% of Traveka Wealth's portfolio in Q3 2026, its #57 holding.
  • Traveka Wealth first reported a position in Caterpillar in Q4 2023 and has held it in 12 quarters since.
  • Traveka Wealth's Caterpillar position peaked at $1.44M in Q2 2026.
  • 2,554 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

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