AGP Franklin
CAT icon

AGP Franklin’s Caterpillar CAT Stock Holding History

AGP Franklin’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 		$324K Hold
400
– – 0.14% 73
2026
Q2 		$426K Hold
400
– – 0.18% 74
2026
Q1 		$283K Hold
400
– – 0.14% 84
2025
Q4 		$229K Buy
+400
New +$222K 0.11% 83
2025
Q3 		– Sell
-1,090
Closed -$423K – 85
2025
Q2 		$423K Buy
+1,090
New +$363K 0.22% 67

Other funds holding CAT

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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

AGP Franklin's CAT Position: Q3 2026 in Review

AGP Franklin held its Caterpillar (CAT) position steady in Q3 2026 at 400 shares worth $324K. The position accounts for 0.14% of the portfolio, ranked #73.

AGP Franklin first reported a position in CAT in Q2 2025 and has held it in 5 quarters since. The position peaked at $426K in Q2 2026. 2,275 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • AGP Franklin held 400 shares of Caterpillar worth $324K as of Q3 2026.
  • AGP Franklin left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.14% of AGP Franklin's portfolio in Q3 2026, its #73 holding.
  • AGP Franklin first reported a position in Caterpillar in Q2 2025 and has held it in 5 quarters since.
  • AGP Franklin's Caterpillar position peaked at $426K in Q2 2026.
  • 2,275 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on AGP Franklin's 13F filing for Q3 2026, filed 4 Nov 2026.