BOS Asset Management
CAT icon

BOS Asset Management’s Caterpillar CAT Stock Holding History

BOS Asset Management’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 		$4.07M Sell
5,014
-50
-1% -$42.4K 0.95% 29
2026
Q2 		$5.39M Sell
5,064
-639
-11% -$561K 1.25% 21
2026
Q1 		$4.04M Sell
5,703
-429
-7% -$297K 1.03% 27
2025
Q4 		$3.51M Sell
6,132
-211
-3% -$117K 0.94% 30
2025
Q3 		$3.03M Buy
6,343
+236
+4% +$101K 0.85% 31
2025
Q2 		$2.37M Buy
6,107
+3,562
+140% +$1.19M 0.76% 32
2025
Q1 		$839K Sell
2,545
-18
-0.7% -$6.41K 0.29% 61
2024
Q4 		$930K Hold
2,563
– – 0.33% 53
2024
Q3 		$1M Hold
2,563
– – 0.37% 49
2024
Q2 		$854K Hold
2,563
– – 0.39% 49
2024
Q1 		$939K Hold
2,563
– – 0.49% 45
2023
Q4 		$758K Hold
2,563
– – 0.52% 45
2023
Q3 		$700K Hold
2,563
– – 0.51% 52
2023
Q2 		$631K Buy
2,563
+50
+2% +$11.1K 0.49% 51
2023
Q1 		$575K Hold
2,513
– – 0.48% 52
2022
Q4 		$602K Buy
+2,513
New +$547K 0.54% 47

Other funds holding CAT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

BOS Asset Management's CAT Position: Q3 2026 in Review

BOS Asset Management reduced its Caterpillar (CAT) stake by 0.99% in Q3 2026, selling an estimated $42.4K and leaving 5,014 shares worth $4.07M. The position accounts for 0.95% of the portfolio, ranked #29.

BOS Asset Management first reported a position in CAT in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.39M in Q2 2026. 2,522 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • BOS Asset Management held 5,014 shares of Caterpillar worth $4.07M as of Q3 2026.
  • BOS Asset Management sold 50 Caterpillar shares in Q3 2026, an estimated $42.4K.
  • Caterpillar made up 0.95% of BOS Asset Management's portfolio in Q3 2026, its #29 holding.
  • BOS Asset Management first reported a position in Caterpillar in Q4 2022 and has held it in 16 quarters since.
  • BOS Asset Management's Caterpillar position peaked at $5.39M in Q2 2026.
  • 2,522 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.