WealthTrust Asset Management’s Caterpillar CAT Stock Holding History

WealthTrust Asset 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	$255K	Buy	315 +1	+0.3%	+$848	0.14%	85
2026 Q2	$335K	Hold	314	–	–	0.18%	74
2026 Q1	$223K	Buy	+314	New	+$217K	0.13%	83
2025 Q1	–	Sell	-2,581	Closed	-$936K	–	88
2024 Q4	$936K	Sell	2,581 -117	-4%	-$45.4K	0.67%	36
2024 Q3	$1.06M	Sell	2,698 -363	-12%	-$125K	0.79%	29
2024 Q2	$1.02M	Sell	3,061 -120	-4%	-$41.6K	0.74%	33
2024 Q1	$1.17M	Sell	3,181 -164	-5%	-$52.4K	0.89%	25
2023 Q4	$989K	Sell	3,345 -337	-9%	-$87.4K	0.83%	33
2023 Q3	$1.01M	Sell	3,682 -52	-1%	-$14.1K	0.94%	32
2023 Q2	$919K	Sell	3,734 -271	-7%	-$60.4K	0.83%	34
2023 Q1	$917K	Buy	+4,005	New	+$968K	0.87%	34
2022 Q3	–	Sell	-3,932	Closed	-$703K	–	67
2022 Q2	$703K	Buy	+3,932	New	+$829K	0.66%	39

Other funds holding CAT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

WealthTrust Asset Management's CAT Position: Q3 2026 in Review

WealthTrust Asset Management increased its Caterpillar (CAT) stake by 0.32% in Q3 2026, buying an estimated $848 and bringing the position to 315 shares worth $255K. The position accounts for 0.14% of the portfolio, ranked #85.

WealthTrust Asset Management first reported a position in CAT in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.17M in Q1 2024. 3,406 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

WealthTrust Asset Management held 315 shares of Caterpillar worth $255K as of Q3 2026.
WealthTrust Asset Management bought 1 Caterpillar share in Q3 2026, an estimated $848.
Caterpillar made up 0.14% of WealthTrust Asset Management's portfolio in Q3 2026, its #85 holding.
WealthTrust Asset Management first reported a position in Caterpillar in Q2 2022 and has held it in 12 quarters since.
WealthTrust Asset Management's Caterpillar position peaked at $1.17M in Q1 2024.
3,406 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on WealthTrust Asset Management's 13F filing for Q3 2026, filed 22 Oct 2026.