Cantor Fitzgerald Investment Advisors’s Caterpillar CAT Stock Holding History

Cantor Fitzgerald Investment 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	$420K	Sell	518 -697	-57%	-$591K	0.03%	151
2026 Q2	$1.29M	Hold	1,215	–	–	0.09%	123
2026 Q1	$861K	Buy	1,215 +115	+10%	+$79.7K	0.06%	134
2025 Q4	$630K	Hold	1,100	–	–	0.05%	145
2025 Q3	$525K	Hold	1,100	–	–	0.04%	154
2025 Q2	$427K	Hold	1,100	–	–	0.03%	158
2025 Q1	$363K	Hold	1,100	–	–	0.03%	160
2024 Q4	$399K	Sell	1,100 -26	-2%	-$10.1K	0.03%	158
2024 Q3	$440K	Buy	+1,126	New	+$389K	0.03%	157

Other funds holding CAT

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

NPA

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors's CAT Position: Q3 2026 in Review

Cantor Fitzgerald Investment Advisors reduced its Caterpillar (CAT) stake by 57% in Q3 2026, selling an estimated $591K and leaving 518 shares worth $420K. The position accounts for 0.03% of the portfolio, ranked #151.

Cantor Fitzgerald Investment Advisors first reported a position in CAT in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.29M in Q2 2026. 644 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Cantor Fitzgerald Investment Advisors held 518 shares of Caterpillar worth $420K as of Q3 2026.
Cantor Fitzgerald Investment Advisors sold 697 Caterpillar shares in Q3 2026, an estimated $591K.
Caterpillar made up 0.03% of Cantor Fitzgerald Investment Advisors's portfolio in Q3 2026, its #151 holding.
Cantor Fitzgerald Investment Advisors first reported a position in Caterpillar in Q3 2024 and has held it in 9 quarters since.
Cantor Fitzgerald Investment Advisors's Caterpillar position peaked at $1.29M in Q2 2026.
644 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Cantor Fitzgerald Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.