Capital Advantage’s Caterpillar CAT Stock Holding History

Capital Advantage’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	$1.67M	Buy	2,058 +116	+6%	+$98.4K	0.2%	53
2026 Q2	$2.07M	Sell	1,942 -338	-15%	-$297K	0.25%	49
2026 Q1	$1.62M	Hold	2,280	–	–	0.21%	51
2025 Q4	$1.31M	Buy	2,280 +12	+0.5%	+$6.67K	0.18%	54
2025 Q3	$1.08M	Buy	2,268 +4	+0.2%	+$1.71K	0.16%	57
2025 Q2	$879K	Sell	2,264 -107	-5%	-$35.7K	0.14%	66
2025 Q1	$860K	Hold	2,371	–	–	0.16%	60
2024 Q4	$860K	Buy	+2,371	New	+$920K	0.16%	60
2021 Q2	–	Sell	-1,563	Closed	-$362K	–	60
2021 Q1	$362K	Buy	1,563 +122	+8%	+$25.3K	0.1%	79
2020 Q4	$265K	Buy	+1,441	New	+$244K	0.08%	89

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 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

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 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

Capital Advantage's CAT Position: Q3 2026 in Review

Capital Advantage increased its Caterpillar (CAT) stake by 6% in Q3 2026, buying an estimated $98.4K and bringing the position to 2,058 shares worth $1.67M. The position accounts for 0.2% of the portfolio, ranked #53.

Capital Advantage first reported a position in CAT in Q4 2020 and has held it in 10 quarters since. The position peaked at $2.07M in Q2 2026. 1,279 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Capital Advantage held 2,058 shares of Caterpillar worth $1.67M as of Q3 2026.
Capital Advantage bought 116 Caterpillar shares in Q3 2026, an estimated $98.4K.
Caterpillar made up 0.2% of Capital Advantage's portfolio in Q3 2026, its #53 holding.
Capital Advantage first reported a position in Caterpillar in Q4 2020 and has held it in 10 quarters since.
Capital Advantage's Caterpillar position peaked at $2.07M in Q2 2026.
1,279 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Capital Advantage's 13F filing for Q3 2026, filed 14 Oct 2026.