West Wealth Group’s Caterpillar CAT Stock Holding History

West Wealth 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	$890K	Buy	1,097 +27	+3%	+$22.9K	0.14%	50
2026 Q2	$1.14M	Buy	1,070 +151	+16%	+$133K	0.19%	42
2026 Q1	$651K	Buy	919 +18	+2%	+$12.5K	0.13%	60
2025 Q4	$517K	Sell	901 -1	-0.1%	-$556	0.11%	64
2025 Q3	$482K	Buy	902 +76	+9%	+$32.4K	0.11%	66
2025 Q2	$353K	Buy	826 +170	+26%	+$56.7K	0.09%	76
2025 Q1	$217K	Buy	656 +21	+3%	+$7.48K	0.06%	90
2024 Q4	$230K	Buy	+635	New	+$246K	0.07%	84

Other funds holding CAT

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

West Wealth Group's CAT Position: Q3 2026 in Review

West Wealth Group increased its Caterpillar (CAT) stake by 2.5% in Q3 2026, buying an estimated $22.9K and bringing the position to 1,097 shares worth $890K. The position accounts for 0.14% of the portfolio, ranked #50.

West Wealth Group first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.14M in Q2 2026. 1,071 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

West Wealth Group held 1,097 shares of Caterpillar worth $890K as of Q3 2026.
West Wealth Group bought 27 Caterpillar shares in Q3 2026, an estimated $22.9K.
Caterpillar made up 0.14% of West Wealth Group's portfolio in Q3 2026, its #50 holding.
West Wealth Group first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
West Wealth Group's Caterpillar position peaked at $1.14M in Q2 2026.
1,071 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.