Bill Few Associates
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Bill Few Associates’s Caterpillar CAT Stock Holding History

Bill Few Associates’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 		$1.16M Sell
1,430
-69
-5% -$58.5K 0.24% 90
2026
Q2 		$1.6M Sell
1,499
-392
-21% -$344K 0.34% 69
2026
Q1 		$1.34M Sell
1,891
-218
-10% -$151K 0.32% 67
2025
Q4 		$1.21M Sell
2,109
-191
-8% -$106K 0.3% 71
2025
Q3 		$1.1M Sell
2,300
-13
-0.6% -$5.55K 0.28% 72
2025
Q2 		$898K Buy
2,313
+137
+6% +$45.7K 0.25% 78
2025
Q1 		$718K Buy
2,176
+72
+3% +$25.6K 0.26% 78
2024
Q4 		$763K Sell
2,104
-358
-15% -$139K 0.27% 74
2024
Q3 		$963K Sell
2,462
-28
-1% -$9.7K 0.34% 65
2024
Q2 		$829K Sell
2,490
-269
-10% -$93.3K 0.32% 66
2024
Q1 		$1.01M Buy
2,759
+212
+8% +$67.8K 0.41% 59
2023
Q4 		$753K Buy
2,547
+1
+0% +$259 0.34% 64
2023
Q3 		$695K Sell
2,546
-1
-0% -$271 0.36% 60
2023
Q2 		$627K Sell
2,547
-8
-0.3% -$1.78K 0.32% 63
2023
Q1 		$585K Hold
2,555
– – 0.32% 65
2022
Q4 		$612K Buy
2,555
+1
+0% +$218 0.36% 58
2022
Q3 		$419K Sell
2,554
-1
-0% -$183 0.28% 68
2022
Q2 		$457K Buy
2,555
+1
+0% +$211 0.29% 66
2022
Q1 		$569K Buy
2,554
+80
+3% +$16.8K 0.31% 61
2021
Q4 		$512K Buy
+2,474
New +$498K 0.27% 67

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Bill Few Associates's CAT Position: Q3 2026 in Review

Bill Few Associates reduced its Caterpillar (CAT) stake by 4.6% in Q3 2026, selling an estimated $58.5K and leaving 1,430 shares worth $1.16M. The position accounts for 0.24% of the portfolio, ranked #90.

Bill Few Associates first reported a position in CAT in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.6M in Q2 2026. 2,043 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Bill Few Associates held 1,430 shares of Caterpillar worth $1.16M as of Q3 2026.
  • Bill Few Associates sold 69 Caterpillar shares in Q3 2026, an estimated $58.5K.
  • Caterpillar made up 0.24% of Bill Few Associates's portfolio in Q3 2026, its #90 holding.
  • Bill Few Associates first reported a position in Caterpillar in Q4 2021 and has held it in 20 quarters since.
  • Bill Few Associates's Caterpillar position peaked at $1.6M in Q2 2026.
  • 2,043 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Bill Few Associates's 13F filing for Q3 2026, filed 9 Oct 2026.