BFS
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Burkett Financial Services’s Caterpillar CAT Stock Holding History

Burkett Financial Services’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 		$125K Buy
153
+23
+18% +$19.5K 0.04% 75
2026
Q2 		$139K Hold
130
– – 0.04% 60
2026
Q1 		$92.3K Buy
130
+25
+24% +$17.3K 0.03% 74
2025
Q4 		$60.2K Buy
105
+30
+40% +$16.7K 0.02% 88
2025
Q3 		$35.8K Buy
75
+34
+83% +$14.5K 0.01% 115
2025
Q2 		$15.8K Hold
41
– – 0.01% 134
2025
Q1 		$13.4K Buy
41
+1
+3% +$356 0.01% 155
2024
Q4 		$14.7K Hold
40
– – 0.01% 130
2024
Q3 		$15.8K Hold
40
– – 0.01% 120
2024
Q2 		$13.4K Hold
40
– – 0.01% 127
2024
Q1 		$14.7K Buy
+40
New +$12.8K 0.01% 128

Other funds holding CAT

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Burkett Financial Services's CAT Position: Q3 2026 in Review

Burkett Financial Services increased its Caterpillar (CAT) stake by 18% in Q3 2026, buying an estimated $19.5K and bringing the position to 153 shares worth $125K. The position accounts for 0.04% of the portfolio, ranked #75.

Burkett Financial Services first reported a position in CAT in Q1 2024 and has held it in 11 quarters since. The position peaked at $139K in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Burkett Financial Services held 153 shares of Caterpillar worth $125K as of Q3 2026.
  • Burkett Financial Services bought 23 Caterpillar shares in Q3 2026, an estimated $19.5K.
  • Caterpillar made up 0.04% of Burkett Financial Services's portfolio in Q3 2026, its #75 holding.
  • Burkett Financial Services first reported a position in Caterpillar in Q1 2024 and has held it in 11 quarters since.
  • Burkett Financial Services's Caterpillar position peaked at $139K in Q2 2026.
  • 214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.