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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return