Wealth Management Nebraska
CAT icon

Wealth Management Nebraska’s Caterpillar CAT Stock Holding History

Wealth Management Nebraska’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 		$798K Buy
984
+6
+0.6% +$5.09K 0.07% 50
2026
Q2 		$1.04M Sell
978
-61
-6% -$53.6K 0.09% 45
2026
Q1 		$736K Buy
1,039
+31
+3% +$21.5K 0.07% 47
2025
Q4 		$578K Buy
1,008
+28
+3% +$15.6K 0.07% 52
2025
Q3 		$468K Sell
980
-4
-0.4% -$1.71K 0.06% 55
2025
Q2 		$379K Hold
984
– – 0.05% 53
2025
Q1 		$325K Buy
984
+47
+5% +$16.7K 0.05% 52
2024
Q4 		$340K Buy
+937
New +$363K 0.06% 47

Other funds holding CAT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

Wealth Management Nebraska's CAT Position: Q3 2026 in Review

Wealth Management Nebraska increased its Caterpillar (CAT) stake by 0.61% in Q3 2026, buying an estimated $5.09K and bringing the position to 984 shares worth $798K. The position accounts for 0.07% of the portfolio, ranked #50.

Wealth Management Nebraska first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.04M in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Wealth Management Nebraska held 984 shares of Caterpillar worth $798K as of Q3 2026.
  • Wealth Management Nebraska bought 6 Caterpillar shares in Q3 2026, an estimated $5.09K.
  • Caterpillar made up 0.07% of Wealth Management Nebraska's portfolio in Q3 2026, its #50 holding.
  • Wealth Management Nebraska first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
  • Wealth Management Nebraska's Caterpillar position peaked at $1.04M in Q2 2026.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Wealth Management Nebraska's 13F filing for Q3 2026, filed 26 Oct 2026.