Wealth Quarterback
CAT icon

Wealth Quarterback’s Caterpillar CAT Stock Holding History

Wealth Quarterback’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 		$1.37M Sell
1,687
-32
-2% -$27.1K 0.42% 44
2026
Q2 		$1.83M Buy
1,719
+2
+0.1% +$1.76K 0.57% 34
2026
Q1 		$1.22M Buy
1,717
+2
+0.1% +$1.38K 0.48% 43
2025
Q4 		$982K Buy
1,715
+7
+0.4% +$3.89K 0.35% 50
2025
Q3 		$815K Buy
1,708
+3
+0.2% +$1.28K 0.32% 64
2025
Q2 		$662K Sell
1,705
-53
-3% -$17.7K 0.31% 69
2025
Q1 		$580K Sell
1,758
-1,220
-41% -$435K 0.33% 71
2024
Q4 		$1.08M Buy
2,978
+18
+0.6% +$6.98K 0.51% 40
2024
Q3 		$1.16M Sell
2,960
-229
-7% -$79.1K 0.6% 36
2024
Q2 		$1.06M Sell
3,189
-193
-6% -$66.9K 0.6% 32
2024
Q1 		$1.24M Sell
3,382
-136
-4% -$43.5K 0.69% 26
2023
Q4 		$1.04M Buy
3,518
+1,637
+87% +$425K 0.64% 26
2023
Q3 		$514K Sell
1,881
-20
-1% -$5.43K 0.44% 62
2023
Q2 		$468K Buy
1,901
+15
+0.8% +$3.34K 0.32% 70
2023
Q1 		$431K Sell
1,886
-118
-6% -$28.5K 0.37% 68
2022
Q4 		$480K Buy
2,004
+329
+20% +$71.6K 0.4% 59
2022
Q3 		$275K Buy
1,675
+46
+3% +$8.4K 0.29% 77
2022
Q2 		$291K Buy
+1,629
New +$343K 0.23% 82
2021
Q3 		$307K Buy
1,597
+7
+0.4% +$1.46K 0.2% 83
2021
Q2 		$347K Buy
+1,590
New +$367K 0.21% 80
2020
Q4 		$300K Sell
1,646
-199
-11% -$33.7K 0.25% 85
2020
Q3 		$233K Hold
1,845
– – 0.21% 99
2020
Q2 		$233K Sell
1,845
-561
-23% -$66.5K 0.21% 99
2020
Q1 		$251K Sell
2,406
-12,792
-84% -$1.63M 0.23% 86
2019
Q4 		$349K Buy
+15,198
New +$2.12M 0.3% 75

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Wealth Quarterback's CAT Position: Q3 2026 in Review

Wealth Quarterback reduced its Caterpillar (CAT) stake by 1.9% in Q3 2026, selling an estimated $27.1K and leaving 1,687 shares worth $1.37M. The position accounts for 0.42% of the portfolio, ranked #44.

Wealth Quarterback first reported a position in CAT in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.83M in Q2 2026. 1,335 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Wealth Quarterback held 1,687 shares of Caterpillar worth $1.37M as of Q3 2026.
  • Wealth Quarterback sold 32 Caterpillar shares in Q3 2026, an estimated $27.1K.
  • Caterpillar made up 0.42% of Wealth Quarterback's portfolio in Q3 2026, its #44 holding.
  • Wealth Quarterback first reported a position in Caterpillar in Q4 2019 and has held it in 25 quarters since.
  • Wealth Quarterback's Caterpillar position peaked at $1.83M in Q2 2026.
  • 1,335 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

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