Wolff Financial Management’s Caterpillar CAT Stock Holding History

Wolff Financial 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	$3.67M	Buy	4,528 +88	+2%	+$74.6K	0.74%	21
2026 Q2	$4.73M	Sell	4,440 -508	-10%	-$446K	0.94%	18
2026 Q1	$3.51M	Sell	4,948 -20	-0.4%	-$13.9K	0.77%	20
2025 Q4	$2.85M	Sell	4,968 -34	-0.7%	-$18.9K	0.64%	23
2025 Q3	$2.39M	Hold	5,002	–	–	0.55%	24
2025 Q2	$1.94M	Hold	5,002	–	–	0.5%	23
2025 Q1	$1.65M	Hold	5,002	–	–	0.46%	25
2024 Q4	$1.82M	Sell	5,002 -12	-0.2%	-$4.65K	0.5%	23
2024 Q3	$1.96M	Buy	+5,014	New	+$1.73M	0.53%	23
2024 Q2	–	Sell	-5,065	Closed	-$1.86M	–	45
2024 Q1	$1.86M	Sell	5,065 -48	-0.9%	-$15.3K	0.54%	23
2023 Q4	$1.51M	Sell	5,113 -17	-0.3%	-$4.41K	0.47%	28
2023 Q3	$1.4M	Buy	+5,130	New	+$1.39M	0.48%	29
2023 Q2	–	Sell	-5,130	Closed	-$1.17M	–	43
2023 Q1	$1.17M	Hold	5,130	–	–	0.41%	39
2022 Q4	$1.23M	Sell	5,130 -205	-4%	-$44.6K	0.45%	38
2022 Q3	$875K	Sell	5,335 -28	-0.5%	-$5.12K	0.4%	46
2022 Q2	$959K	Sell	5,363 -50	-0.9%	-$10.5K	0.43%	45
2022 Q1	$1.21M	Hold	5,413	–	–	0.48%	41
2021 Q4	$1.12M	Buy	+5,413	New	+$1.09M	0.42%	43
2021 Q1	$1.26M	Hold	5,413	–	–	0.58%	33
2020 Q4	$985K	Hold	5,413	–	–	0.52%	35
2020 Q3	$807K	Sell	5,413 -38	-0.7%	-$5.34K	0.48%	40
2020 Q2	$690K	Hold	5,451	–	–	0.44%	42
2020 Q1	$633K	Buy	5,451 +145	+3%	+$18.5K	0.48%	43
2019 Q4	$784K	Buy	5,306 +124	+2%	+$17.3K	0.52%	37
2019 Q3	$655K	Hold	5,182	–	–	0.48%	43
2019 Q2	$706K	Sell	5,182 -63	-1%	-$8.32K	0.54%	39
2019 Q1	$711K	Hold	5,245	–	–	0.59%	36
2018 Q4	$666K	Buy	+5,245	New	+$682K	0.65%	35

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 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

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 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

Wolff Financial Management's CAT Position: Q3 2026 in Review

Wolff Financial Management increased its Caterpillar (CAT) stake by 2% in Q3 2026, buying an estimated $74.6K and bringing the position to 4,528 shares worth $3.67M. The position accounts for 0.74% of the portfolio, ranked #21.

Wolff Financial Management first reported a position in CAT in Q4 2018 and has held it in 28 quarters since. The position peaked at $4.73M in Q2 2026. 1,382 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Wolff Financial Management held 4,528 shares of Caterpillar worth $3.67M as of Q3 2026.
Wolff Financial Management bought 88 Caterpillar shares in Q3 2026, an estimated $74.6K.
Caterpillar made up 0.74% of Wolff Financial Management's portfolio in Q3 2026, its #21 holding.
Wolff Financial Management first reported a position in Caterpillar in Q4 2018 and has held it in 28 quarters since.
Wolff Financial Management's Caterpillar position peaked at $4.73M in Q2 2026.
1,382 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Wolff Financial Management's 13F filing for Q3 2026, filed 23 Oct 2026.