Abel Hall LLC
CAT icon

Abel Hall LLC’s Caterpillar CAT Stock Holding History

Abel Hall LLC’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 		$1.4M Sell
1,731
-21
-1% -$17.8K 0.25% 49
2026
Q2 		$1.87M Buy
1,752
+19
+1% +$16.7K 0.32% 42
2026
Q1 		$1.23M Buy
1,733
+249
+17% +$172K 0.26% 54
2025
Q4 		$850K Buy
1,484
+849
+134% +$472K 0.2% 78
2025
Q3 		$303K Sell
635
-1,006
-61% -$429K 0.12% 177
2025
Q2 		$637K Buy
+1,641
New +$547K 0.29% 56
2025
Q1 		– Sell
-590
Closed -$214K – 210
2024
Q4 		$214K Buy
590
+15
+3% +$5.82K 0.14% 124
2024
Q3 		$225K Buy
+575
New +$199K 0.15% 124

Other funds holding CAT

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 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

Abel Hall LLC's CAT Position: Q3 2026 in Review

Abel Hall LLC reduced its Caterpillar (CAT) stake by 1.2% in Q3 2026, selling an estimated $17.8K and leaving 1,731 shares worth $1.4M. The position accounts for 0.25% of the portfolio, ranked #49.

Abel Hall LLC first reported a position in CAT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.87M in Q2 2026. 1,472 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Abel Hall LLC held 1,731 shares of Caterpillar worth $1.4M as of Q3 2026.
  • Abel Hall LLC sold 21 Caterpillar shares in Q3 2026, an estimated $17.8K.
  • Caterpillar made up 0.25% of Abel Hall LLC's portfolio in Q3 2026, its #49 holding.
  • Abel Hall LLC first reported a position in Caterpillar in Q3 2024 and has held it in 8 quarters since.
  • Abel Hall LLC's Caterpillar position peaked at $1.87M in Q2 2026.
  • 1,472 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.