Carter Financial Group
CAT icon

Carter Financial Group’s Caterpillar CAT Stock Holding History

Carter Financial Group’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 		$433K Buy
534
+54
+11% +$45.8K 0.22% 78
2026
Q2 		$511K Sell
480
-3
-0.6% -$2.64K 0.26% 67
2026
Q1 		$342K Buy
483
+117
+32% +$81K 0.21% 82
2025
Q4 		$210K Buy
+366
New +$203K 0.12% 111
2025
Q3 		– Sell
-637
Closed -$247K – 119
2025
Q2 		$247K Buy
+637
New +$212K 0.16% 92

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

Carter Financial Group's CAT Position: Q3 2026 in Review

Carter Financial Group increased its Caterpillar (CAT) stake by 11% in Q3 2026, buying an estimated $45.8K and bringing the position to 534 shares worth $433K. The position accounts for 0.22% of the portfolio, ranked #78.

Carter Financial Group first reported a position in CAT in Q2 2025 and has held it in 5 quarters since. The position peaked at $511K in Q2 2026. 2,554 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Carter Financial Group held 534 shares of Caterpillar worth $433K as of Q3 2026.
  • Carter Financial Group bought 54 Caterpillar shares in Q3 2026, an estimated $45.8K.
  • Caterpillar made up 0.22% of Carter Financial Group's portfolio in Q3 2026, its #78 holding.
  • Carter Financial Group first reported a position in Caterpillar in Q2 2025 and has held it in 5 quarters since.
  • Carter Financial Group's Caterpillar position peaked at $511K in Q2 2026.
  • 2,554 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.