Claro Advisors
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Claro Advisors’s Caterpillar CAT Stock Holding History

Claro 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 		$1.54M Buy
1,901
+1,055
+125% +$895K 0.15% 121
2026
Q2 		$900K Buy
846
+94
+13% +$82.6K 0.09% 178
2026
Q1 		$533K Buy
752
+200
+36% +$139K 0.06% 227
2025
Q4 		$316K Buy
552
+34
+7% +$18.9K 0.04% 322
2025
Q3 		$247K Sell
518
-20
-4% -$8.54K 0.04% 347
2025
Q2 		$209K Sell
538
-836
-61% -$279K 0.03% 354
2025
Q1 		$453K Buy
1,374
+32
+2% +$11.4K 0.06% 288
2024
Q4 		$487K Sell
1,342
-412
-23% -$160K 0.07% 249
2024
Q3 		$686K Buy
1,754
+135
+8% +$46.6K 0.09% 221
2024
Q2 		$539K Buy
1,619
+3
+0.2% +$1.04K 0.08% 229
2024
Q1 		$592K Buy
1,616
+312
+24% +$100K 0.1% 210
2023
Q4 		$386K Sell
1,304
-27
-2% -$7K 0.08% 252
2023
Q3 		$363K Buy
1,331
+120
+10% +$32.6K 0.09% 238
2023
Q2 		$298K Buy
1,211
+277
+30% +$61.8K 0.07% 263
2023
Q1 		$214K Sell
934
-55
-6% -$13.3K 0.06% 310
2022
Q4 		$237K Buy
+989
New +$215K 0.08% 253
2020
Q1 		– Sell
-1,621
Closed -$239K – 160
2019
Q4 		$239K Buy
1,621
+18
+1% +$2.51K 0.18% 139
2019
Q3 		$202K Sell
1,603
-738
-32% -$93.8K 0.18% 156
2019
Q2 		$319K Buy
2,341
+79
+3% +$10.4K 0.29% 107
2019
Q1 		$307K Buy
2,262
+234
+12% +$31.1K 0.3% 106
2018
Q4 		$309K Buy
+2,028
New +$264K 0.25% 94

Other funds holding CAT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Claro Advisors's CAT Position: Q3 2026 in Review

Claro Advisors increased its Caterpillar (CAT) stake by 125% in Q3 2026, buying an estimated $895K and bringing the position to 1,901 shares worth $1.54M. The position accounts for 0.15% of the portfolio, ranked #121.

Claro Advisors first reported a position in CAT in Q4 2018 and has held it in 21 quarters since. 2,554 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Claro Advisors held 1,901 shares of Caterpillar worth $1.54M as of Q3 2026.
  • Claro Advisors bought 1,055 Caterpillar shares in Q3 2026, an estimated $895K.
  • Caterpillar made up 0.15% of Claro Advisors's portfolio in Q3 2026, its #121 holding.
  • Claro Advisors first reported a position in Caterpillar in Q4 2018 and has held it in 21 quarters since.
  • 2,554 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.