Whalen Wealth Management’s Caterpillar CAT Stock Holding History

Whalen Wealth 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	$1.47M	Buy	1,816 +23	+1%	+$19.5K	0.63%	46
2026 Q2	$1.91M	Sell	1,793 -669	-27%	-$588K	0.86%	31
2026 Q1	$1.74M	Sell	2,462 -69	-3%	-$47.8K	0.93%	24
2025 Q4	$1.45M	Buy	2,531 +2,028	+403%	+$1.13M	0.78%	29
2025 Q3	$240K	Sell	503 -255	-34%	-$109K	0.14%	158
2025 Q2	$294K	Buy	+758	New	+$253K	0.18%	140

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

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Whalen Wealth Management's CAT Position: Q3 2026 in Review

Whalen Wealth Management increased its Caterpillar (CAT) stake by 1.3% in Q3 2026, buying an estimated $19.5K and bringing the position to 1,816 shares worth $1.47M. The position accounts for 0.63% of the portfolio, ranked #46.

Whalen Wealth Management first reported a position in CAT in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.91M in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Whalen Wealth Management held 1,816 shares of Caterpillar worth $1.47M as of Q3 2026.
Whalen Wealth Management bought 23 Caterpillar shares in Q3 2026, an estimated $19.5K.
Caterpillar made up 0.63% of Whalen Wealth Management's portfolio in Q3 2026, its #46 holding.
Whalen Wealth Management first reported a position in Caterpillar in Q2 2025 and has held it in 6 quarters since.
Whalen Wealth Management's Caterpillar position peaked at $1.91M in Q2 2026.
214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.