Blue Fin Capital’s Caterpillar CAT Stock Holding History

Blue Fin Capital’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	–	Sell	-202	Closed	-$215K	–	167
2026 Q2	$215K	Buy	+202	New	+$177K	0.03%	163

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Blue Fin Capital's CAT Position: Q3 2026 in Review

Blue Fin Capital sold out of Caterpillar (CAT) in Q3 2026, closing a stake of 202 shares — an estimated $215K sold.

Blue Fin Capital first reported a position in CAT in Q2 2026 and held it in 1 quarter. The position peaked at $215K in Q2 2026. 2,602 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Blue Fin Capital reported no remaining Caterpillar position as of Q3 2026 after selling out during the quarter.
Blue Fin Capital sold 202 Caterpillar shares in Q3 2026, an estimated $215K.
Blue Fin Capital first reported a position in Caterpillar in Q2 2026 and held it in 1 quarter.
Blue Fin Capital's Caterpillar position peaked at $215K in Q2 2026.
2,602 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Blue Fin Capital's 13F filing for Q3 2026, filed 28 Oct 2026.