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Chapman Financial Group’s Caterpillar CAT Stock Holding History

Chapman 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 		$34.1K Hold
42
– – 0.02% 194
2026
Q2 		$44.7K Hold
42
– – 0.03% 193
2026
Q1 		$29.8K Hold
42
– – 0.02% 200
2025
Q4 		$24.1K Hold
42
– – 0.02% 203
2025
Q3 		$20K Hold
42
– – 0.01% 203
2025
Q2 		$16.3K Buy
+42
New +$14K 0.01% 169
2024
Q4 		$15.2K Buy
+42
New +$16.3K 0.01% 176

Other funds holding CAT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Chapman Financial Group held its Caterpillar (CAT) position steady in Q3 2026 at 42 shares worth $34.1K. The position accounts for 0.02% of the portfolio, ranked #194.

Chapman Financial Group first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $44.7K in Q2 2026. 2,167 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Chapman Financial Group held 42 shares of Caterpillar worth $34.1K as of Q3 2026.
  • Chapman Financial Group left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.02% of Chapman Financial Group's portfolio in Q3 2026, its #194 holding.
  • Chapman Financial Group first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • Chapman Financial Group's Caterpillar position peaked at $44.7K in Q2 2026.
  • 2,167 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Chapman Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.