WPC
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Wedmont Private Capital’s Caterpillar CAT Stock Holding History

Wedmont Private Capital’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 		$8.39M Buy
10,543
+531
+5% +$450K 0.2% 69
2026
Q2 		$9.54M Buy
10,012
+1,500
+18% +$1.32M 0.26% 55
2026
Q1 		$6.57M Buy
8,512
+325
+4% +$225K 0.21% 66
2025
Q4 		$4.88M Buy
8,187
+103
+1% +$57.2K 0.17% 77
2025
Q3 		$3.93M Buy
8,084
+511
+7% +$218K 0.15% 83
2025
Q2 		$3.05M Buy
7,573
+425
+6% +$142K 0.13% 96
2025
Q1 		$2.1M Sell
7,148
-183
-2% -$65.2K 0.11% 114
2024
Q4 		$2.57M Buy
7,331
+485
+7% +$188K 0.14% 89
2024
Q3 		$2.73M Buy
6,846
+672
+11% +$232K 0.16% 79
2024
Q2 		$2.07M Sell
6,174
-300
-5% -$104K 0.13% 97
2024
Q1 		$2.41M Buy
6,474
+640
+11% +$205K 0.18% 78
2023
Q4 		$1.7M Buy
5,834
+1,316
+29% +$341K 0.14% 93
2023
Q3 		$1.23M Buy
4,518
+523
+13% +$142K 0.12% 105
2023
Q2 		$1.02M Buy
3,995
+289
+8% +$64.4K 0.11% 123
2023
Q1 		$799K Buy
3,706
+306
+9% +$74K 0.11% 143
2022
Q4 		$846K Buy
3,400
+230
+7% +$50.1K 0.13% 131
2022
Q3 		$520K Buy
3,170
+285
+10% +$52.1K 0.1% 159
2022
Q2 		$516K Buy
2,885
+434
+18% +$91.5K 0.11% 136
2022
Q1 		$541K Buy
2,451
+182
+8% +$38.2K 0.12% 131
2021
Q4 		$515K Buy
+2,269
New +$457K 0.16% 105

Other funds holding CAT

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Wedmont Private Capital's CAT Position: Q3 2026 in Review

Wedmont Private Capital increased its Caterpillar (CAT) stake by 5.3% in Q3 2026, buying an estimated $450K and bringing the position to 10,543 shares worth $8.39M. The position accounts for 0.2% of the portfolio, ranked #69.

Wedmont Private Capital first reported a position in CAT in Q4 2021 and has held it in 20 quarters since. The position peaked at $9.54M in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Wedmont Private Capital held 10,543 shares of Caterpillar worth $8.39M as of Q3 2026.
  • Wedmont Private Capital bought 531 Caterpillar shares in Q3 2026, an estimated $450K.
  • Caterpillar made up 0.2% of Wedmont Private Capital's portfolio in Q3 2026, its #69 holding.
  • Wedmont Private Capital first reported a position in Caterpillar in Q4 2021 and has held it in 20 quarters since.
  • Wedmont Private Capital's Caterpillar position peaked at $9.54M in Q2 2026.
  • 214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.