CGC Financial Services’s Caterpillar CAT Stock Holding History

CGC Financial Services’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	$135K	Hold	166	–	–	0.03%	83
2026 Q2	$177K	Hold	166	–	–	0.04%	74
2026 Q1	$118K	Hold	166	–	–	0.03%	87
2025 Q4	$95.1K	Hold	166	–	–	0.03%	100
2025 Q3	$79.2K	Hold	166	–	–	0.02%	102
2025 Q2	$64.4K	Buy	166 +40	+32%	+$13.3K	0.02%	110
2025 Q1	$41.6K	Hold	126	–	–	0.02%	121
2024 Q4	$45.7K	Hold	126	–	–	0.02%	115
2024 Q3	$49.3K	Hold	126	–	–	0.02%	108
2024 Q2	$42K	Hold	126	–	–	0.02%	113
2024 Q1	$46.2K	Hold	126	–	–	0.02%	107
2023 Q4	$37.3K	Hold	126	–	–	0.02%	122
2023 Q3	$34.4K	Hold	126	–	–	0.02%	107
2023 Q2	$31K	Buy	+126	New	+$28.1K	0.02%	118

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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

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

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

CGC Financial Services's CAT Position: Q3 2026 in Review

CGC Financial Services held its Caterpillar (CAT) position steady in Q3 2026 at 166 shares worth $135K. The position accounts for 0.03% of the portfolio, ranked #83.

CGC Financial Services first reported a position in CAT in Q2 2023 and has held it in 14 quarters since. The position peaked at $177K in Q2 2026. 1,772 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

CGC Financial Services held 166 shares of Caterpillar worth $135K as of Q3 2026.
CGC Financial Services left its Caterpillar share count unchanged in Q3 2026.
Caterpillar made up 0.03% of CGC Financial Services's portfolio in Q3 2026, its #83 holding.
CGC Financial Services first reported a position in Caterpillar in Q2 2023 and has held it in 14 quarters since.
CGC Financial Services's Caterpillar position peaked at $177K in Q2 2026.
1,772 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on CGC Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.