True Wealth Design’s Caterpillar CAT Stock Holding History

True Wealth Design’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	$702K	Sell	866 -114	-12%	-$96.7K	0.16%	30
2026 Q2	$1.04M	Sell	980 -37	-4%	-$32.5K	0.25%	26
2026 Q1	$721K	Hold	1,017	–	–	0.2%	26
2025 Q4	$583K	Buy	1,017 +228	+29%	+$127K	0.17%	27
2025 Q3	$377K	Sell	789 -14	-2%	-$5.98K	0.12%	34
2025 Q2	$312K	Sell	803 -12	-1%	-$4K	0.11%	32
2025 Q1	$269K	Sell	815 -20	-2%	-$7.12K	0.1%	27
2024 Q4	$303K	Sell	835 -12	-1%	-$4.65K	0.12%	20
2024 Q3	$331K	Sell	847 -30	-3%	-$10.4K	0.13%	21
2024 Q2	$292K	Sell	877 -22	-2%	-$7.63K	0.07%	111
2024 Q1	$329K	Buy	899 +646	+255%	+$206K	0.08%	111
2023 Q4	$74.7K	Hold	253	–	–	0.02%	141
2023 Q3	$69K	Hold	253	–	–	0.02%	139
2023 Q2	$62.2K	Hold	253	–	–	0.02%	143
2023 Q1	$57.8K	Hold	253	–	–	0.02%	153
2022 Q4	$60.5K	Buy	+253	New	+$55.1K	0.03%	141

Other funds holding CAT

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

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

True Wealth Design's CAT Position: Q3 2026 in Review

True Wealth Design reduced its Caterpillar (CAT) stake by 12% in Q3 2026, selling an estimated $96.7K and leaving 866 shares worth $702K. The position accounts for 0.16% of the portfolio, ranked #30.

True Wealth Design first reported a position in CAT in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.04M in Q2 2026. 836 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

True Wealth Design held 866 shares of Caterpillar worth $702K as of Q3 2026.
True Wealth Design sold 114 Caterpillar shares in Q3 2026, an estimated $96.7K.
Caterpillar made up 0.16% of True Wealth Design's portfolio in Q3 2026, its #30 holding.
True Wealth Design first reported a position in Caterpillar in Q4 2022 and has held it in 16 quarters since.
True Wealth Design's Caterpillar position peaked at $1.04M in Q2 2026.
836 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

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