AA Financial Advisors
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AA Financial Advisors’s Caterpillar CAT Stock Holding History

AA Financial Advisors’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 		$2.85M Buy
3,515
+389
+12% +$330K 0.34% 60
2026
Q2 		$3.33M Sell
3,126
-224
-7% -$197K 0.4% 57
2026
Q1 		$2.37M Buy
3,350
+26
+0.8% +$18K 0.33% 64
2025
Q4 		$1.9M Buy
3,324
+46
+1% +$25.6K 0.35% 56
2025
Q3 		$1.56M Buy
3,278
+255
+8% +$109K 0.31% 56
2025
Q2 		$1.17M Sell
3,023
-439
-13% -$146K 0.25% 65
2025
Q1 		$1.14M Sell
3,462
-278
-7% -$99K 0.28% 66
2024
Q4 		$1.36M Buy
3,740
+144
+4% +$55.8K 0.36% 58
2024
Q3 		$1.41M Buy
3,596
+151
+4% +$52.1K 0.41% 56
2024
Q2 		$1.15M Buy
3,445
+112
+3% +$38.8K 0.4% 60
2024
Q1 		$1.22M Buy
+3,333
New +$1.07M 0.49% 55

Other funds holding CAT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

AA Financial Advisors's CAT Position: Q3 2026 in Review

AA Financial Advisors increased its Caterpillar (CAT) stake by 12% in Q3 2026, buying an estimated $330K and bringing the position to 3,515 shares worth $2.85M. The position accounts for 0.34% of the portfolio, ranked #60.

AA Financial Advisors first reported a position in CAT in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.33M in Q2 2026. 2,734 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • AA Financial Advisors held 3,515 shares of Caterpillar worth $2.85M as of Q3 2026.
  • AA Financial Advisors bought 389 Caterpillar shares in Q3 2026, an estimated $330K.
  • Caterpillar made up 0.34% of AA Financial Advisors's portfolio in Q3 2026, its #60 holding.
  • AA Financial Advisors first reported a position in Caterpillar in Q1 2024 and has held it in 11 quarters since.
  • AA Financial Advisors's Caterpillar position peaked at $3.33M in Q2 2026.
  • 2,734 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on AA Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.