U.S. Wealth Group
CAT icon

U.S. Wealth Group’s Caterpillar CAT Stock Holding History

U.S. Wealth Group’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 		$381K Sell
470
-533
-53% -$452K 0.22% 44
2026
Q2 		$1.07M Buy
+1,003
New +$881K 0.64% 35

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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

U.S. Wealth Group's CAT Position: Q3 2026 in Review

U.S. Wealth Group reduced its Caterpillar (CAT) stake by 53% in Q3 2026, selling an estimated $452K and leaving 470 shares worth $381K. The position accounts for 0.22% of the portfolio, ranked #44.

U.S. Wealth Group first reported a position in CAT in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.07M in Q2 2026. 2,580 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • U.S. Wealth Group held 470 shares of Caterpillar worth $381K as of Q3 2026.
  • U.S. Wealth Group sold 533 Caterpillar shares in Q3 2026, an estimated $452K.
  • Caterpillar made up 0.22% of U.S. Wealth Group's portfolio in Q3 2026, its #44 holding.
  • U.S. Wealth Group first reported a position in Caterpillar in Q2 2026 and has held it in 2 quarters since.
  • U.S. Wealth Group's Caterpillar position peaked at $1.07M in Q2 2026.
  • 2,580 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on U.S. Wealth Group's 13F filing for Q3 2026, filed 9 Nov 2026.