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Whitaker-Myers Wealth Managers’s Caterpillar CAT Stock Holding History

Whitaker-Myers Wealth Managers’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 		$221K Hold
273
– – 0.04% 118
2026
Q2 		$291K Sell
273
-15
-5% -$13.2K 0.05% 103
2026
Q1 		$204K Sell
288
-100
-26% -$69.3K 0.04% 108
2025
Q4 		$222K Buy
+388
New +$216K 0.05% 112
2025
Q3 		– Sell
-1,649
Closed -$640K – 122
2025
Q2 		$640K Buy
1,649
+231
+16% +$77K 0.16% 64
2025
Q1 		$468K Buy
+1,418
New +$505K 0.13% 68
2024
Q4 		– Sell
-1,156
Closed -$452K – 124
2024
Q3 		$452K Buy
1,156
+197
+21% +$68K 0.15% 64
2024
Q2 		$319K Buy
959
+129
+16% +$44.7K 0.12% 72
2024
Q1 		$304K Buy
+830
New +$265K 0.13% 74

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

Whitaker-Myers Wealth Managers's CAT Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers held its Caterpillar (CAT) position steady in Q3 2026 at 273 shares worth $221K. The position accounts for 0.04% of the portfolio, ranked #118.

Whitaker-Myers Wealth Managers first reported a position in CAT in Q1 2024 and has held it in 9 quarters since. The position peaked at $640K in Q2 2025. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Whitaker-Myers Wealth Managers held 273 shares of Caterpillar worth $221K as of Q3 2026.
  • Whitaker-Myers Wealth Managers left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.04% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #118 holding.
  • Whitaker-Myers Wealth Managers first reported a position in Caterpillar in Q1 2024 and has held it in 9 quarters since.
  • Whitaker-Myers Wealth Managers's Caterpillar position peaked at $640K in Q2 2025.
  • 214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.