Abbot Financial Management’s Caterpillar CAT Stock Holding History

Abbot 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	$568K	Sell	700 -250	-26%	-$212K	0.2%	106
2026 Q2	$1.01M	Hold	950	–	–	0.35%	73
2026 Q1	$673K	Hold	950	–	–	0.28%	91
2025 Q4	$544K	Hold	950	–	–	0.22%	99
2025 Q3	$453K	Hold	950	–	–	0.19%	104
2025 Q2	$369K	Hold	950	–	–	0.17%	109
2025 Q1	$313K	Hold	950	–	–	0.16%	112
2024 Q4	$345K	Hold	950	–	–	0.17%	108
2024 Q3	$372K	Hold	950	–	–	0.19%	106
2024 Q2	$316K	Hold	950	–	–	0.17%	106
2024 Q1	$348K	Hold	950	–	–	0.19%	102
2023 Q4	$281K	Hold	950	–	–	0.17%	105
2023 Q3	$259K	Hold	950	–	–	0.17%	104
2023 Q2	$234K	Hold	950	–	–	0.15%	105
2023 Q1	$217K	Hold	950	–	–	0.15%	108
2022 Q4	$228K	Buy	+950	New	+$207K	0.16%	107
2022 Q2	–	Sell	-950	Closed	-$212K	–	124
2022 Q1	$212K	Buy	+950	New	+$199K	0.1%	128
2021 Q3	–	Sell	-950	Closed	-$207K	–	136
2021 Q2	$207K	Hold	950	–	–	0.09%	129
2021 Q1	$220K	Buy	+950	New	+$197K	0.1%	123

Other funds holding CAT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Abbot Financial Management reduced its Caterpillar (CAT) stake by 26% in Q3 2026, selling an estimated $212K and leaving 700 shares worth $568K. The position accounts for 0.2% of the portfolio, ranked #106.

Abbot Financial Management first reported a position in CAT in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.01M in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Abbot Financial Management held 700 shares of Caterpillar worth $568K as of Q3 2026.
Abbot Financial Management sold 250 Caterpillar shares in Q3 2026, an estimated $212K.
Caterpillar made up 0.2% of Abbot Financial Management's portfolio in Q3 2026, its #106 holding.
Abbot Financial Management first reported a position in Caterpillar in Q1 2021 and has held it in 19 quarters since.
Abbot Financial Management's Caterpillar position peaked at $1.01M in Q2 2026.
3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Abbot Financial Management's 13F filing for Q3 2026, filed 12 Nov 2026.