Wealth Advisory Solutions’s Caterpillar CAT Stock Holding History

Wealth Advisory Solutions’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	$237K	Sell	292 -140	-32%	-$119K	0.05%	137
2026 Q2	$460K	Sell	432 -1	-0.2%	-$878	0.09%	100
2026 Q1	$307K	Buy	433 +69	+19%	+$47.8K	0.07%	108
2025 Q4	$209K	Buy	+364	New	+$202K	0.05%	136
2021 Q2	–	Sell	-1,830	Closed	-$424K	–	173
2021 Q1	$424K	Buy	+1,830	New	+$379K	0.09%	116

Other funds holding CAT

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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 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

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

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

Wealth Advisory Solutions's CAT Position: Q3 2026 in Review

Wealth Advisory Solutions reduced its Caterpillar (CAT) stake by 32% in Q3 2026, selling an estimated $119K and leaving 292 shares worth $237K. The position accounts for 0.05% of the portfolio, ranked #137.

Wealth Advisory Solutions first reported a position in CAT in Q1 2021 and has held it in 5 quarters since. The position peaked at $460K in Q2 2026. 1,086 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Wealth Advisory Solutions held 292 shares of Caterpillar worth $237K as of Q3 2026.
Wealth Advisory Solutions sold 140 Caterpillar shares in Q3 2026, an estimated $119K.
Caterpillar made up 0.05% of Wealth Advisory Solutions's portfolio in Q3 2026, its #137 holding.
Wealth Advisory Solutions first reported a position in Caterpillar in Q1 2021 and has held it in 5 quarters since.
Wealth Advisory Solutions's Caterpillar position peaked at $460K in Q2 2026.
1,086 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.