Central Valley Advisors’s Caterpillar CAT Stock Holding History

Central Valley 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	$792K	Hold	977	–	–	0.21%	75
2026 Q2	$1.04M	Hold	977	–	–	0.27%	70
2026 Q1	$692K	Sell	977 -2	-0.2%	-$1.38K	0.19%	81
2025 Q4	$561K	Sell	979 -53	-5%	-$29.5K	0.17%	97
2025 Q3	$492K	Buy	1,032 +55	+6%	+$23.5K	0.15%	98
2025 Q2	$379K	Hold	977	–	–	0.13%	98
2025 Q1	$322K	Buy	977 +25	+3%	+$8.9K	0.12%	97
2024 Q4	$345K	Buy	952 +60	+7%	+$23.3K	0.16%	104
2024 Q3	$349K	Hold	892	–	–	0.2%	90
2024 Q2	$311K	Hold	892	–	–	0.13%	94
2024 Q1	$327K	Sell	892 -3	-0.3%	-$959	0.17%	110
2023 Q4	$265K	Buy	+895	New	+$232K	0.16%	117

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

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

Central Valley Advisors's CAT Position: Q3 2026 in Review

Central Valley Advisors held its Caterpillar (CAT) position steady in Q3 2026 at 977 shares worth $792K. The position accounts for 0.21% of the portfolio, ranked #75.

Central Valley Advisors first reported a position in CAT in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.04M in Q2 2026. 1,890 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Central Valley Advisors held 977 shares of Caterpillar worth $792K as of Q3 2026.
Central Valley Advisors left its Caterpillar share count unchanged in Q3 2026.
Caterpillar made up 0.21% of Central Valley Advisors's portfolio in Q3 2026, its #75 holding.
Central Valley Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 12 quarters since.
Central Valley Advisors's Caterpillar position peaked at $1.04M in Q2 2026.
1,890 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

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