TA
CAT icon

TrueWealth Advisors’s Caterpillar CAT Stock Holding History

TrueWealth Advisors’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 		$598K Sell
738
-2
-0.3% -$1.7K 0.13% 134
2026
Q2 		$788K Sell
740
-55
-7% -$48.3K 0.18% 107
2026
Q1 		$563K Sell
795
-48
-6% -$33.2K 0.14% 132
2025
Q4 		$483K Buy
843
+31
+4% +$17.2K 0.13% 136
2025
Q3 		$387K Buy
812
+69
+9% +$29.5K 0.1% 156
2025
Q2 		$289K Buy
743
+2
+0.3% +$667 0.09% 178
2025
Q1 		$244K Sell
741
-47
-6% -$16.7K 0.08% 190
2024
Q4 		$286K Sell
788
-869
-52% -$337K 0.1% 175
2024
Q3 		$648K Buy
1,657
+311
+23% +$107K 0.22% 89
2024
Q2 		$448K Buy
1,346
+401
+42% +$139K 0.17% 105
2024
Q1 		$346K Buy
+945
New +$302K 0.13% 125

Other funds holding CAT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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

TrueWealth Advisors's CAT Position: Q3 2026 in Review

TrueWealth Advisors reduced its Caterpillar (CAT) stake by 0.27% in Q3 2026, selling an estimated $1.7K and leaving 738 shares worth $598K. The position accounts for 0.13% of the portfolio, ranked #134.

TrueWealth Advisors first reported a position in CAT in Q1 2024 and has held it in 11 quarters since. The position peaked at $788K in Q2 2026. 3,098 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • TrueWealth Advisors held 738 shares of Caterpillar worth $598K as of Q3 2026.
  • TrueWealth Advisors sold 2 Caterpillar shares in Q3 2026, an estimated $1.7K.
  • Caterpillar made up 0.13% of TrueWealth Advisors's portfolio in Q3 2026, its #134 holding.
  • TrueWealth Advisors first reported a position in Caterpillar in Q1 2024 and has held it in 11 quarters since.
  • TrueWealth Advisors's Caterpillar position peaked at $788K in Q2 2026.
  • 3,098 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.