Clune & Associates’s Caterpillar CAT Stock Holding History

Clune & Associates’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	$6.77M	Sell	8,352 -21	-0.3%	-$17.8K	1.04%	24
2026 Q2	$8.92M	Sell	8,373 -22	-0.3%	-$19.3K	1.35%	22
2026 Q1	$5.95M	Sell	8,395 -63	-0.7%	-$43.6K	1.12%	25
2025 Q4	$4.85M	Sell	8,458 -18	-0.2%	-$10K	1.05%	28
2025 Q3	$4.04M	Sell	8,476 -39	-0.5%	-$16.6K	1.01%	31
2025 Q2	$3.31M	Buy	8,515 +9	+0.1%	+$3K	0.9%	35
2025 Q1	$2.81M	Buy	8,506 +9	+0.1%	+$3.21K	0.86%	35
2024 Q4	$3.08M	Buy	+8,497	New	+$3.3M	1.02%	31

Other funds holding CAT

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Clune & Associates's CAT Position: Q3 2026 in Review

Clune & Associates reduced its Caterpillar (CAT) stake by 0.25% in Q3 2026, selling an estimated $17.8K and leaving 8,352 shares worth $6.77M. The position accounts for 1.04% of the portfolio, ranked #24.

Clune & Associates first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.92M in Q2 2026. 842 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Clune & Associates held 8,352 shares of Caterpillar worth $6.77M as of Q3 2026.
Clune & Associates sold 21 Caterpillar shares in Q3 2026, an estimated $17.8K.
Caterpillar made up 1.04% of Clune & Associates's portfolio in Q3 2026, its #24 holding.
Clune & Associates first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's Caterpillar position peaked at $8.92M in Q2 2026.
842 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.