Buckhead Capital Management
CAT icon

Buckhead Capital Management’s Caterpillar CAT Stock Holding History

Buckhead Capital 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 		$762K Sell
940
-119
-11% -$101K 0.26% 75
2026
Q2 		$1.13M Buy
1,059
+103
+11% +$90.5K 0.39% 63
2026
Q1 		$677K Sell
956
-208
-18% -$144K 0.26% 74
2025
Q4 		$667K Sell
1,164
-76
-6% -$42.2K 0.24% 73
2025
Q3 		$592K Buy
+1,240
New +$529K 0.22% 74
2017
Q4 		– Sell
-6,125
Closed -$764K – 179
2017
Q3 		$764K Hold
6,125
– – 0.16% 110
2017
Q2 		$658K Sell
6,125
-18,200
-75% -$1.85M 0.12% 120
2017
Q1 		$2.26M Sell
24,325
-53,770
-69% -$5.09M 0.42% 75
2016
Q4 		$7.24M Sell
78,095
-12,627
-14% -$1.14M 1.37% 25
2016
Q3 		$8.05M Sell
90,722
-2,773
-3% -$227K 1.53% 21
2016
Q2 		$7.09M Buy
93,495
+5,525
+6% +$414K 1.29% 25
2016
Q1 		$6.73M Sell
87,970
-768
-0.9% -$51.5K 1.25% 21
2015
Q4 		$6.03M Buy
88,738
+1,090
+1% +$76.2K 1.12% 30
2015
Q3 		$5.73M Sell
87,648
-850
-1% -$65K 1.12% 29
2015
Q2 		$7.51M Buy
88,498
+85
+0.1% +$7.31K 1.37% 20
2015
Q1 		$7.08M Buy
88,413
+10,143
+13% +$843K 1.25% 26
2014
Q4 		$7.16M Sell
78,270
-2,660
-3% -$259K 1.26% 24
2014
Q3 		$8.01M Sell
80,930
-8,589
-10% -$910K 1.39% 21
2014
Q2 		$9.7M Sell
89,519
-915
-1% -$96K 1.38% 19
2014
Q1 		$8.99M Sell
90,434
-2,005
-2% -$189K 1.14% 25
2013
Q4 		$8.39M Sell
92,439
-4,552
-5% -$389K 1.09% 30
2013
Q3 		$8.09M Buy
96,991
+8,262
+9% +$699K 1.11% 30
2013
Q2 		$7.32M Buy
+88,729
New +$7.55M 0.93% 38

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

Buckhead Capital Management's CAT Position: Q3 2026 in Review

Buckhead Capital Management reduced its Caterpillar (CAT) stake by 11% in Q3 2026, selling an estimated $101K and leaving 940 shares worth $762K. The position accounts for 0.26% of the portfolio, ranked #75.

Buckhead Capital Management first reported a position in CAT in Q2 2013 and has held it in 23 quarters since. The position peaked at $9.7M in Q2 2014. 2,510 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Buckhead Capital Management held 940 shares of Caterpillar worth $762K as of Q3 2026.
  • Buckhead Capital Management sold 119 Caterpillar shares in Q3 2026, an estimated $101K.
  • Caterpillar made up 0.26% of Buckhead Capital Management's portfolio in Q3 2026, its #75 holding.
  • Buckhead Capital Management first reported a position in Caterpillar in Q2 2013 and has held it in 23 quarters since.
  • Buckhead Capital Management's Caterpillar position peaked at $9.7M in Q2 2014.
  • 2,510 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Buckhead Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.