Compass Financial Management
CAT icon

Compass Financial Management’s Caterpillar CAT Stock Holding History

Compass Financial 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 		$5.63M Buy
6,950
+198
+3% +$168K 0.61% 29
2026
Q2 		$6.16M Buy
+6,752
New +$5.93M 0.74% 26

Other funds holding CAT

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Compass Financial Management's CAT Position: Q3 2026 in Review

Compass Financial Management increased its Caterpillar (CAT) stake by 2.9% in Q3 2026, buying an estimated $168K and bringing the position to 6,950 shares worth $5.63M. The position accounts for 0.61% of the portfolio, ranked #29.

Compass Financial Management first reported a position in CAT in Q2 2026 and has held it in 2 quarters since. The position peaked at $6.16M in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Compass Financial Management held 6,950 shares of Caterpillar worth $5.63M as of Q3 2026.
  • Compass Financial Management bought 198 Caterpillar shares in Q3 2026, an estimated $168K.
  • Caterpillar made up 0.61% of Compass Financial Management's portfolio in Q3 2026, its #29 holding.
  • Compass Financial Management first reported a position in Caterpillar in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Caterpillar position peaked at $6.16M in Q2 2026.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.