Boit C.F. David’s Caterpillar CAT Stock Holding History

Boit C.F. David’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	$11.4M	Sell	14,000 -200	-1%	-$170K	4.71%	5
2026 Q2	$15.1M	Sell	14,200 -2,300	-14%	-$2.02M	6.36%	2
2026 Q1	$11.7M	Sell	16,500 -2,300	-12%	-$1.59M	5.19%	4
2025 Q4	$11.6M	Sell	18,800 -700	-4%	-$389K	5.02%	4
2025 Q3	$9.3M	Hold	19,500	–	–	4.21%	5
2025 Q2	$7.57M	Hold	19,500	–	–	3.64%	6
2025 Q1	$6.43M	Hold	19,500	–	–	3.23%	7
2024 Q4	$7.07M	Sell	19,500 -1,900	-9%	-$737K	2.88%	7
2024 Q3	$8.43M	Hold	21,400	–	–	4.18%	4
2024 Q2	$7.13M	Hold	21,400	–	–	3.71%	5
2024 Q1	$7.08M	Sell	21,400 -1,000	-4%	-$320K	3.87%	6
2023 Q4	$6.37M	Buy	22,400 +2,000	+10%	+$519K	3.6%	7
2023 Q3	$5.54M	Hold	20,400	–	–	3.79%	6
2023 Q2	$5.02M	Hold	20,400	–	–	3.33%	8
2023 Q1	$4.58M	Hold	20,400	–	–	3.13%	9
2022 Q4	$4.89M	Hold	20,400	–	–	3.48%	9
2022 Q3	$3.35M	Buy	+20,400	New	+$3.73M	2.72%	10
2022 Q1	$4.55M	Sell	20,400 -700	-3%	-$147K	2.99%	9
2021 Q4	$4.36M	Hold	21,100	–	–	2.77%	13
2021 Q3	$4.1M	Hold	21,100	–	–	2.81%	12
2021 Q2	$4.59M	Buy	+21,100	New	+$4.87M	3.5%	7

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Boit C.F. David's CAT Position: Q3 2026 in Review

Boit C.F. David reduced its Caterpillar (CAT) stake by 1.4% in Q3 2026, selling an estimated $170K and leaving 14,000 shares worth $11.4M. The position accounts for 4.71% of the portfolio, ranked #5.

Boit C.F. David first reported a position in CAT in Q2 2021 and has held it in 21 quarters since. The position peaked at $15.1M in Q2 2026. 1,824 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Boit C.F. David held 14,000 shares of Caterpillar worth $11.4M as of Q3 2026.
Boit C.F. David sold 200 Caterpillar shares in Q3 2026, an estimated $170K.
Caterpillar made up 4.71% of Boit C.F. David's portfolio in Q3 2026, its #5 holding.
Boit C.F. David first reported a position in Caterpillar in Q2 2021 and has held it in 21 quarters since.
Boit C.F. David's Caterpillar position peaked at $15.1M in Q2 2026.
1,824 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Boit C.F. David's 13F filing for Q3 2026, filed 29 Oct 2026.