Wealth Analytics Partners’s Caterpillar CAT Stock Holding History

Wealth Analytics Partners’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	$45.4K	Buy	+56	New	+$47.5K	0.02%	89

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 Analytics Partners's CAT Position: Q3 2026 in Review

Wealth Analytics Partners opened a new position in Caterpillar (CAT) in Q3 2026: 56 shares worth $45.4K. The stake represents 0.02% of the portfolio and ranks #89 among its holdings.

1,071 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Wealth Analytics Partners held 56 shares of Caterpillar worth $45.4K as of Q3 2026.
Caterpillar was a new Wealth Analytics Partners position in Q3 2026.
Caterpillar made up 0.02% of Wealth Analytics Partners's portfolio in Q3 2026, its #89 holding.
1,071 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

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