Capital Advisors Ltd
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Capital Advisors Ltd’s Caterpillar CAT Stock Holding History

Capital Advisors Ltd’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 		$224K Buy
276
+25
+10% +$21.2K 0.02% 282
2026
Q2 		$267K Hold
251
– – 0.03% 273
2026
Q1 		$178K Buy
251
+21
+9% +$14.5K 0.02% 308
2025
Q4 		$132K Buy
230
+31
+16% +$17.2K 0.01% 331
2025
Q3 		$95K Hold
199
– – 0.01% 373
2025
Q2 		$77K Sell
199
-3
-1% -$1K 0.01% 401
2025
Q1 		$67K Buy
202
+2
+1% +$712 0.01% 407
2024
Q4 		$73K Buy
200
+1
+0.5% +$388 0.01% 390
2024
Q3 		$78K Buy
199
+4
+2% +$1.38K 0.01% 381
2024
Q2 		$65K Buy
195
+16
+9% +$5.55K 0.01% 400
2024
Q1 		$66K Buy
179
+13
+8% +$4.16K 0.01% 400
2023
Q4 		$49K Hold
166
– – 0.01% 423
2023
Q3 		$45K Hold
166
– – 0.01% 429
2023
Q2 		$41K Sell
166
-1
-0.6% -$223 0.01% 453
2023
Q1 		$38K Buy
167
+24
+17% +$5.8K 0.01% 398
2022
Q4 		$34K Buy
143
+14
+11% +$3.05K 0.01% 409
2022
Q3 		$21K Buy
129
+30
+30% +$5.48K ﹤0.01% 439
2022
Q2 		$18K Sell
99
-15
-13% -$3.16K ﹤0.01% 445
2022
Q1 		$25K Buy
114
+9
+9% +$1.89K ﹤0.01% 425
2021
Q4 		$22K Buy
+105
New +$21.1K ﹤0.01% 424
2015
Q4 		– Sell
-120
Closed -$8K – 333
2015
Q3 		$8K Hold
120
– – ﹤0.01% 268
2015
Q2 		$10K Hold
120
– – 0.01% 278
2015
Q1 		$10K Hold
120
– – 0.01% 262
2014
Q4 		$11K Hold
120
– – 0.01% 249
2014
Q3 		$11K Hold
120
– – 0.01% 253
2014
Q2 		$13K Hold
120
– – 0.01% 256
2014
Q1 		$12K Hold
120
– – 0.01% 259
2013
Q4 		$11K Buy
+120
New +$10.2K 0.01% 228

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

Capital Advisors Ltd's CAT Position: Q3 2026 in Review

Capital Advisors Ltd increased its Caterpillar (CAT) stake by 10% in Q3 2026, buying an estimated $21.2K and bringing the position to 276 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #282.

Capital Advisors Ltd first reported a position in CAT in Q4 2013 and has held it in 28 quarters since. The position peaked at $267K in Q2 2026. 2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Capital Advisors Ltd held 276 shares of Caterpillar worth $224K as of Q3 2026.
  • Capital Advisors Ltd bought 25 Caterpillar shares in Q3 2026, an estimated $21.2K.
  • Caterpillar made up 0.02% of Capital Advisors Ltd's portfolio in Q3 2026, its #282 holding.
  • Capital Advisors Ltd first reported a position in Caterpillar in Q4 2013 and has held it in 28 quarters since.
  • Capital Advisors Ltd's Caterpillar position peaked at $267K in Q2 2026.
  • 2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.