WWM
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Wiser Wealth Management’s Caterpillar CAT Stock Holding History

Wiser 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 		$228K Buy
281
+18
+7% +$15.3K 0.04% 67
2026
Q2 		$280K Buy
+263
New +$231K 0.05% 58

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

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

Wiser Wealth Management increased its Caterpillar (CAT) stake by 6.8% in Q3 2026, buying an estimated $15.3K and bringing the position to 281 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #67.

Wiser Wealth Management first reported a position in CAT in Q2 2026 and has held it in 2 quarters since. The position peaked at $280K in Q2 2026. 963 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Wiser Wealth Management held 281 shares of Caterpillar worth $228K as of Q3 2026.
  • Wiser Wealth Management bought 18 Caterpillar shares in Q3 2026, an estimated $15.3K.
  • Caterpillar made up 0.04% of Wiser Wealth Management's portfolio in Q3 2026, its #67 holding.
  • Wiser Wealth Management first reported a position in Caterpillar in Q2 2026 and has held it in 2 quarters since.
  • Wiser Wealth Management's Caterpillar position peaked at $280K in Q2 2026.
  • 963 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

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