Ashton Thomas Securities’s Caterpillar CAT Stock Holding History

Ashton Thomas Securities’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	$1.91M	Buy	2,352 +36	+2%	+$30.5K	0.2%	110
2026 Q2	$2.44M	Buy	2,316 +256	+12%	+$225K	0.36%	58
2026 Q1	$1.46M	Buy	2,060 +1,411	+217%	+$977K	0.18%	129
2025 Q4	$372K	Buy	649 +62	+11%	+$34.5K	0.07%	201
2025 Q3	$280K	Buy	+587	New	+$251K	0.04%	273
2025 Q2	–	Sell	-614	Closed	-$202K	–	287
2025 Q1	$202K	Sell	614 -41	-6%	-$14.6K	0.06%	223
2024 Q4	$240K	Buy	655 +93	+17%	+$36.1K	0.07%	202
2024 Q3	$220K	Buy	+562	New	+$194K	0.04%	257

Other funds holding CAT

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

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Ashton Thomas Securities's CAT Position: Q3 2026 in Review

Ashton Thomas Securities increased its Caterpillar (CAT) stake by 1.6% in Q3 2026, buying an estimated $30.5K and bringing the position to 2,352 shares worth $1.91M. The position accounts for 0.2% of the portfolio, ranked #110.

Ashton Thomas Securities first reported a position in CAT in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.44M in Q2 2026. 2,734 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Ashton Thomas Securities held 2,352 shares of Caterpillar worth $1.91M as of Q3 2026.
Ashton Thomas Securities bought 36 Caterpillar shares in Q3 2026, an estimated $30.5K.
Caterpillar made up 0.2% of Ashton Thomas Securities's portfolio in Q3 2026, its #110 holding.
Ashton Thomas Securities first reported a position in Caterpillar in Q3 2024 and has held it in 8 quarters since.
Ashton Thomas Securities's Caterpillar position peaked at $2.44M in Q2 2026.
2,734 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Ashton Thomas Securities's 13F filing for Q3 2026, filed 26 Oct 2026.