Weaver Consulting Group
CAT icon

Weaver Consulting Group’s Caterpillar CAT Stock Holding History

Weaver Consulting Group’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 		$411K Buy
507
+27
+6% +$22.9K 0.08% 199
2026
Q2 		$511K Sell
480
-38
-7% -$33.4K 0.1% 167
2026
Q1 		$367K Buy
518
+13
+3% +$9K 0.09% 179
2025
Q4 		$289K Sell
505
-61
-11% -$33.9K 0.07% 203
2025
Q3 		$270K Buy
566
+2
+0.4% +$854 0.07% 215
2025
Q2 		$219K Buy
+564
New +$188K 0.06% 224
2024
Q4 		– Sell
-543
Closed -$212K – 223
2024
Q3 		$212K Buy
+543
New +$188K 0.07% 206
2020
Q4 		– Sell
-88
Closed -$13K – 249
2020
Q3 		$13K Hold
88
– – 0.01% 482
2020
Q2 		$11K Buy
88
+18
+26% +$2.13K 0.01% 496
2020
Q1 		$8K Hold
70
– – 0.01% 480
2019
Q4 		$9K Hold
70
– – ﹤0.01% 509
2019
Q3 		$9K Sell
70
-100
-59% -$12.7K ﹤0.01% 497
2019
Q2 		$23K Buy
+170
New +$22.5K 0.01% 323

Other funds holding CAT

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
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
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
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Weaver Consulting Group's CAT Position: Q3 2026 in Review

Weaver Consulting Group increased its Caterpillar (CAT) stake by 5.6% in Q3 2026, buying an estimated $22.9K and bringing the position to 507 shares worth $411K. The position accounts for 0.08% of the portfolio, ranked #199.

Weaver Consulting Group first reported a position in CAT in Q2 2019 and has held it in 13 quarters since. The position peaked at $511K in Q2 2026. 1,071 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Weaver Consulting Group held 507 shares of Caterpillar worth $411K as of Q3 2026.
  • Weaver Consulting Group bought 27 Caterpillar shares in Q3 2026, an estimated $22.9K.
  • Caterpillar made up 0.08% of Weaver Consulting Group's portfolio in Q3 2026, its #199 holding.
  • Weaver Consulting Group first reported a position in Caterpillar in Q2 2019 and has held it in 13 quarters since.
  • Weaver Consulting Group's Caterpillar position peaked at $511K in Q2 2026.
  • 1,071 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.