WealthBridge Capital Management
CAT icon

WealthBridge Capital Management’s Caterpillar CAT Stock Holding History

WealthBridge Capital Management’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 		$693K Buy
854
+12
+1% +$10.2K 0.13% 110
2026
Q2 		$897K Buy
842
+2
+0.2% +$1.76K 0.18% 94
2026
Q1 		$595K Buy
840
+1
+0.1% +$693 0.14% 115
2025
Q4 		$481K Hold
839
– – 0.11% 127
2025
Q3 		$400K Hold
839
– – 0.09% 147
2025
Q2 		$326K Sell
839
-294
-26% -$98K 0.08% 161
2025
Q1 		$374K Hold
1,133
– – 0.11% 131
2024
Q4 		$411K Buy
1,133
+1
+0.1% +$388 0.11% 123
2024
Q3 		$443K Buy
1,132
+200
+21% +$69.1K 0.13% 119
2024
Q2 		$310K Buy
932
+41
+5% +$14.2K 0.1% 130
2024
Q1 		$327K Buy
891
+3
+0.3% +$959 0.11% 124
2023
Q4 		$263K Sell
888
-12
-1% -$3.11K 0.1% 133
2023
Q3 		$246K Sell
900
-24
-3% -$6.51K 0.1% 143
2023
Q2 		$227K Buy
+924
New +$206K 0.09% 163
2023
Q1 		– Sell
-888
Closed -$213K – 191
2022
Q4 		$213K Sell
888
-833
-48% -$181K 0.09% 182
2022
Q3 		$308K Hold
1,721
– – 0.13% 143
2022
Q2 		$308K Hold
1,721
– – 0.13% 143
2022
Q1 		$383K Buy
1,721
+1
+0.1% +$210 0.14% 118
2021
Q4 		$356K Buy
1,720
+125
+8% +$25.2K 0.13% 120
2021
Q3 		$306K Buy
+1,595
New +$332K 0.11% 122
2021
Q2 		– Sell
-1,545
Closed -$358K – 165
2021
Q1 		$358K Hold
1,545
– – 0.15% 105
2020
Q4 		$281K Hold
1,545
– – 0.12% 115
2020
Q3 		$230K Sell
1,545
-100
-6% -$14K 0.12% 112
2020
Q2 		$208K Sell
1,645
-177
-10% -$21K 0.12% 114
2020
Q1 		$211K Sell
1,822
-23
-1% -$2.94K 0.15% 107
2019
Q4 		$272K Sell
1,845
-75
-4% -$10.5K 0.18% 98
2019
Q3 		$243K Buy
1,920
+64
+3% +$8.13K 0.18% 98
2019
Q2 		$236K Sell
1,856
-89
-5% -$11.8K 0.22% 90
2019
Q1 		$255K Buy
1,945
+89
+5% +$11.8K 0.16% 91
2018
Q4 		$236K Buy
+1,856
New +$241K 0.18% 90

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

WealthBridge Capital Management's CAT Position: Q3 2026 in Review

WealthBridge Capital Management increased its Caterpillar (CAT) stake by 1.4% in Q3 2026, buying an estimated $10.2K and bringing the position to 854 shares worth $693K. The position accounts for 0.13% of the portfolio, ranked #110.

WealthBridge Capital Management first reported a position in CAT in Q4 2018 and has held it in 30 quarters since. The position peaked at $897K in Q2 2026. 2,734 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • WealthBridge Capital Management held 854 shares of Caterpillar worth $693K as of Q3 2026.
  • WealthBridge Capital Management bought 12 Caterpillar shares in Q3 2026, an estimated $10.2K.
  • Caterpillar made up 0.13% of WealthBridge Capital Management's portfolio in Q3 2026, its #110 holding.
  • WealthBridge Capital Management first reported a position in Caterpillar in Q4 2018 and has held it in 30 quarters since.
  • WealthBridge Capital Management's Caterpillar position peaked at $897K in Q2 2026.
  • 2,734 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on WealthBridge Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.