Cannon Advisors’s Caterpillar CAT Stock Holding History

Cannon Advisors’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	$2.07M	Sell	2,678 -802	-23%	-$680K	1.2%	24
2026 Q2	$3.25M	Sell	3,480 -4,212	-55%	-$3.7M	1.98%	17
2026 Q1	$5.45M	Buy	7,692 +41	+0.5%	+$28.4K	4.04%	7
2025 Q4	$4.89M	Sell	7,651 -924	-11%	-$514K	3.45%	8
2025 Q3	$4.46M	Sell	8,575 -216	-2%	-$92.2K	3%	8
2025 Q2	$3.41M	Sell	8,791 -141	-2%	-$47K	2.75%	12
2025 Q1	$2.95M	Sell	8,932 -283	-3%	-$101K	2.71%	13
2024 Q4	$3.34M	Sell	9,215 -261	-3%	-$101K	2.84%	13
2024 Q3	$3.71M	Buy	+9,476	New	+$3.27M	3.03%	9

Other funds holding CAT

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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Cannon Advisors's CAT Position: Q3 2026 in Review

Cannon Advisors reduced its Caterpillar (CAT) stake by 23% in Q3 2026, selling an estimated $680K and leaving 2,678 shares worth $2.07M. The position accounts for 1.2% of the portfolio, ranked #24.

Cannon Advisors first reported a position in CAT in Q3 2024 and has held it in 9 quarters since. The position peaked at $5.45M in Q1 2026. 963 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Cannon Advisors held 2,678 shares of Caterpillar worth $2.07M as of Q3 2026.
Cannon Advisors sold 802 Caterpillar shares in Q3 2026, an estimated $680K.
Caterpillar made up 1.2% of Cannon Advisors's portfolio in Q3 2026, its #24 holding.
Cannon Advisors first reported a position in Caterpillar in Q3 2024 and has held it in 9 quarters since.
Cannon Advisors's Caterpillar position peaked at $5.45M in Q1 2026.
963 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Cannon Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.