Ables Iannone Moore & Associates’s Caterpillar CAT Stock Holding History

Ables Iannone Moore & Associates’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	$563K	Buy	694 +2	+0.3%	+$1.7K	0.29%	46
2026 Q2	$738K	Buy	+692	New	+$608K	0.39%	43
2025 Q3	–	Sell	-692	Closed	-$269K	–	58
2025 Q2	$269K	Buy	692 +3	+0.4%	+$1K	0.17%	52
2025 Q1	$227K	Buy	689 +2	+0.3%	+$712	0.15%	51
2024 Q4	$249K	Hold	687	–	–	0.15%	50
2024 Q3	$269K	Hold	687	–	–	0.17%	52
2024 Q2	$229K	Buy	687 +27	+4%	+$9.36K	0.15%	52
2024 Q1	$242K	Hold	660	–	–	0.17%	50
2023 Q4	$195K	Buy	+660	New	+$171K	0.15%	56

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

Ables Iannone Moore & Associates's CAT Position: Q3 2026 in Review

Ables Iannone Moore & Associates increased its Caterpillar (CAT) stake by 0.29% in Q3 2026, buying an estimated $1.7K and bringing the position to 694 shares worth $563K. The position accounts for 0.29% of the portfolio, ranked #46.

Ables Iannone Moore & Associates first reported a position in CAT in Q4 2023 and has held it in 9 quarters since. The position peaked at $738K in Q2 2026. 1,272 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Ables Iannone Moore & Associates held 694 shares of Caterpillar worth $563K as of Q3 2026.
Ables Iannone Moore & Associates bought 2 Caterpillar shares in Q3 2026, an estimated $1.7K.
Caterpillar made up 0.29% of Ables Iannone Moore & Associates's portfolio in Q3 2026, its #46 holding.
Ables Iannone Moore & Associates first reported a position in Caterpillar in Q4 2023 and has held it in 9 quarters since.
Ables Iannone Moore & Associates's Caterpillar position peaked at $738K in Q2 2026.
1,272 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Ables Iannone Moore & Associates's 13F filing for Q3 2026, filed 6 Oct 2026.