Clark Asset Management
CAT icon

Clark Asset Management’s Caterpillar CAT Stock Holding History

Clark Asset Management’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 		$1.06M Sell
1,312
-140
-10% -$119K 0.08% 93
2026
Q2 		$1.55M Buy
1,452
+38
+3% +$33.4K 0.12% 67
2026
Q1 		$1M Sell
1,414
-4
-0.3% -$2.77K 0.09% 78
2025
Q4 		$812K Buy
1,418
+20
+1% +$11.1K 0.08% 85
2025
Q3 		$667K Buy
+1,398
New +$597K 0.08% 95
2024
Q4 		– Sell
-811
Closed -$317K – 140
2024
Q3 		$317K Buy
+811
New +$280K 0.07% 87

Other funds holding CAT

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
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Clark Asset Management's CAT Position: Q3 2026 in Review

Clark Asset Management reduced its Caterpillar (CAT) stake by 9.6% in Q3 2026, selling an estimated $119K and leaving 1,312 shares worth $1.06M. The position accounts for 0.08% of the portfolio, ranked #93.

Clark Asset Management first reported a position in CAT in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.55M in Q2 2026. 1,272 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Clark Asset Management held 1,312 shares of Caterpillar worth $1.06M as of Q3 2026.
  • Clark Asset Management sold 140 Caterpillar shares in Q3 2026, an estimated $119K.
  • Caterpillar made up 0.08% of Clark Asset Management's portfolio in Q3 2026, its #93 holding.
  • Clark Asset Management first reported a position in Caterpillar in Q3 2024 and has held it in 6 quarters since.
  • Clark Asset Management's Caterpillar position peaked at $1.55M in Q2 2026.
  • 1,272 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Clark Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.