Clark & Stuart Inc
CAT icon

Clark & Stuart Inc’s Caterpillar CAT Stock Holding History

Clark & Stuart Inc’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 		– Sell
-216
Closed -$230K – 55
2026
Q2 		$230K Sell
216
-100
-32% -$87.8K 0.14% 49
2026
Q1 		$224K Buy
+316
New +$219K 0.15% 46
2025
Q4 		– Sell
-639
Closed -$305K – 52
2025
Q3 		$305K Hold
639
– – 0.22% 42
2025
Q2 		$248K Sell
639
-50
-7% -$16.7K 0.19% 43
2025
Q1 		$227K Sell
689
-2,895
-81% -$1.03M 0.17% 42
2024
Q4 		$1.3M Buy
+3,584
New +$1.39M 0.95% 29

Other funds holding CAT

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
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
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
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Clark & Stuart Inc's CAT Position: Q3 2026 in Review

Clark & Stuart Inc sold out of Caterpillar (CAT) in Q3 2026, closing a stake of 216 shares — an estimated $230K sold.

Clark & Stuart Inc first reported a position in CAT in Q4 2024 and held it in 6 quarters. The position peaked at $1.3M in Q4 2024. 1,071 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Clark & Stuart Inc reported no remaining Caterpillar position as of Q3 2026 after selling out during the quarter.
  • Clark & Stuart Inc sold 216 Caterpillar shares in Q3 2026, an estimated $230K.
  • Clark & Stuart Inc first reported a position in Caterpillar in Q4 2024 and held it in 6 quarters.
  • Clark & Stuart Inc's Caterpillar position peaked at $1.3M in Q4 2024.
  • 1,071 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Clark & Stuart Inc's 13F filing for Q3 2026, filed 14 Oct 2026.