BDF Gestion’s Caterpillar CAT Stock Holding History

BDF Gestion’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	$5.22M	Sell	6,438 -817	-11%	-$693K	0.71%	29
2026 Q2	$7.77M	Sell	7,255 -816	-10%	-$717K	1.04%	12
2026 Q1	$5.72M	Buy	8,071 +2,500	+45%	+$1.73M	0.76%	22
2025 Q4	$3.19M	Sell	5,571 -372	-6%	-$207K	0.39%	66
2025 Q3	$2.84M	Sell	5,943 -1,237	-17%	-$528K	0.34%	77
2025 Q2	$2.79M	Sell	7,180 -784	-10%	-$261K	0.31%	85
2025 Q1	$2.63M	Hold	7,964	–	–	0.29%	96
2024 Q4	$2.89M	Sell	7,964 -1,036	-12%	-$402K	0.3%	89
2024 Q3	$2.59M	Hold	9,000	–	–	0.28%	105
2024 Q2	$3M	Buy	+9,000	New	+$3.12M	0.29%	85

Other funds holding CAT

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

BDF Gestion's CAT Position: Q3 2026 in Review

BDF Gestion reduced its Caterpillar (CAT) stake by 11% in Q3 2026, selling an estimated $693K and leaving 6,438 shares worth $5.22M. The position accounts for 0.71% of the portfolio, ranked #29.

BDF Gestion first reported a position in CAT in Q2 2024 and has held it in 10 quarters since. The position peaked at $7.77M in Q2 2026. 821 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

BDF Gestion held 6,438 shares of Caterpillar worth $5.22M as of Q3 2026.
BDF Gestion sold 817 Caterpillar shares in Q3 2026, an estimated $693K.
Caterpillar made up 0.71% of BDF Gestion's portfolio in Q3 2026, its #29 holding.
BDF Gestion first reported a position in Caterpillar in Q2 2024 and has held it in 10 quarters since.
BDF Gestion's Caterpillar position peaked at $7.77M in Q2 2026.
821 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on BDF Gestion's 13F filing for Q3 2026, filed 19 Oct 2026.