World Equity Group
CAT icon

World Equity Group’s Caterpillar CAT Stock Holding History

World Equity 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 		$2.79M Buy
3,437
+152
+5% +$129K 1.15% 15
2026
Q2 		$3.5M Sell
3,285
-3,723
-53% -$3.27M 0.78% 24
2026
Q1 		$4.96M Buy
7,008
+3,389
+94% +$2.35M 1.29% 12
2025
Q4 		$2.07M Sell
3,619
-175
-5% -$97.3K 0.58% 34
2025
Q3 		$1.81M Buy
3,794
+104
+3% +$44.4K 0.41% 52
2025
Q2 		$1.43M Sell
3,690
-181
-5% -$60.3K 0.39% 55
2025
Q1 		$1.31M Buy
3,871
+78
+2% +$27.8K 0.37% 62
2024
Q4 		$1.38M Sell
3,793
-322
-8% -$125K 0.3% 72
2024
Q3 		$1.61M Sell
4,115
-122
-3% -$42.1K 0.58% 41
2024
Q2 		$1.41M Sell
4,237
-4,001
-49% -$1.39M 0.42% 66
2024
Q1 		$3.02M Sell
8,238
-1,588
-16% -$508K 0.62% 37
2023
Q4 		$2.79M Buy
9,826
+1,370
+16% +$355K 0.56% 39
2023
Q3 		$2.3M Buy
8,456
+4,215
+99% +$1.14M 0.48% 49
2023
Q2 		$1.04M Sell
4,241
-3,651
-46% -$814K 0.31% 90
2023
Q1 		$1.81M Buy
7,892
+3,400
+76% +$822K 0.27% 96
2022
Q4 		$1.08M Sell
4,492
-76
-2% -$16.5K 0.26% 105
2022
Q3 		$750K Sell
4,568
-789
-15% -$144K 0.19% 125
2022
Q2 		$958K Sell
5,357
-619
-10% -$130K 0.24% 114
2022
Q1 		$1.33M Buy
+5,976
New +$1.25M 0.29% 99

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

World Equity Group's CAT Position: Q3 2026 in Review

World Equity Group increased its Caterpillar (CAT) stake by 4.6% in Q3 2026, buying an estimated $129K and bringing the position to 3,437 shares worth $2.79M. The position accounts for 1.15% of the portfolio, ranked #15.

World Equity Group first reported a position in CAT in Q1 2022 and has held it in 19 quarters since. The position peaked at $4.96M in Q1 2026. 971 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • World Equity Group held 3,437 shares of Caterpillar worth $2.79M as of Q3 2026.
  • World Equity Group bought 152 Caterpillar shares in Q3 2026, an estimated $129K.
  • Caterpillar made up 1.15% of World Equity Group's portfolio in Q3 2026, its #15 holding.
  • World Equity Group first reported a position in Caterpillar in Q1 2022 and has held it in 19 quarters since.
  • World Equity Group's Caterpillar position peaked at $4.96M in Q1 2026.
  • 971 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

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