Anchyra Partners
CAT icon

Anchyra Partners’s Caterpillar CAT Stock Holding History

Anchyra Partners’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 		$1.2M Buy
1,474
+235
+19% +$199K 0.25% 70
2026
Q2 		$1.32M Buy
1,239
+80
+7% +$70.3K 0.32% 63
2026
Q1 		$821K Buy
1,159
+83
+8% +$57.5K 0.25% 85
2025
Q4 		$616K Buy
+1,076
New +$598K 0.19% 105

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

Anchyra Partners's CAT Position: Q3 2026 in Review

Anchyra Partners increased its Caterpillar (CAT) stake by 19% in Q3 2026, buying an estimated $199K and bringing the position to 1,474 shares worth $1.2M. The position accounts for 0.25% of the portfolio, ranked #70.

Anchyra Partners first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.32M in Q2 2026. 2,734 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Anchyra Partners held 1,474 shares of Caterpillar worth $1.2M as of Q3 2026.
  • Anchyra Partners bought 235 Caterpillar shares in Q3 2026, an estimated $199K.
  • Caterpillar made up 0.25% of Anchyra Partners's portfolio in Q3 2026, its #70 holding.
  • Anchyra Partners first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
  • Anchyra Partners's Caterpillar position peaked at $1.32M in Q2 2026.
  • 2,734 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Anchyra Partners's 13F filing for Q3 2026, filed 13 Oct 2026.