Autumn Glory Partners
CAT icon

Autumn Glory Partners’s Caterpillar CAT Stock Holding History

Autumn Glory 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 		$348K Buy
429
+2
+0.5% +$1.7K 0.1% 149
2026
Q2 		$455K Hold
427
– – 0.13% 140
2026
Q1 		$303K Buy
427
+30
+8% +$20.8K 0.11% 164
2025
Q4 		$227K Buy
+397
New +$221K 0.08% 187

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Autumn Glory Partners's CAT Position: Q3 2026 in Review

Autumn Glory Partners increased its Caterpillar (CAT) stake by 0.47% in Q3 2026, buying an estimated $1.7K and bringing the position to 429 shares worth $348K. The position accounts for 0.1% of the portfolio, ranked #149.

Autumn Glory Partners first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $455K in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Autumn Glory Partners held 429 shares of Caterpillar worth $348K as of Q3 2026.
  • Autumn Glory Partners bought 2 Caterpillar shares in Q3 2026, an estimated $1.7K.
  • Caterpillar made up 0.1% of Autumn Glory Partners's portfolio in Q3 2026, its #149 holding.
  • Autumn Glory Partners first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
  • Autumn Glory Partners's Caterpillar position peaked at $455K in Q2 2026.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Autumn Glory Partners's 13F filing for Q3 2026, filed 26 Oct 2026.