Congress Park Capital
CAT icon

Congress Park Capital’s Caterpillar CAT Stock Holding History

Congress Park Capital’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 		$876K Sell
1,080
-135
-11% -$114K 0.23% 64
2026
Q2 		$1.29M Sell
1,215
-370
-23% -$325K 0.35% 58
2026
Q1 		$1.12M Buy
1,585
+255
+19% +$177K 0.34% 56
2025
Q4 		$762K Sell
1,330
-190
-13% -$106K 0.23% 71
2025
Q3 		$725K Sell
1,520
-75
-5% -$32K 0.23% 70
2025
Q2 		$619K Buy
1,595
+375
+31% +$125K 0.2% 75
2025
Q1 		$402K Hold
1,220
– – 0.15% 85
2024
Q4 		$443K Sell
1,220
-250
-17% -$97K 0.16% 85
2024
Q3 		$575K Hold
1,470
– – 0.21% 78
2024
Q2 		$490K Hold
1,470
– – 0.2% 80
2024
Q1 		$539K Sell
1,470
-125
-8% -$40K 0.24% 76
2023
Q4 		$472K Buy
1,595
+175
+12% +$45.4K 0.23% 77
2023
Q3 		$388K Hold
1,420
– – 0.2% 84
2023
Q2 		$349K Buy
1,420
+350
+33% +$78K 0.17% 100
2023
Q1 		$245K Buy
1,070
+70
+7% +$16.9K 0.13% 110
2022
Q4 		$240K Buy
+1,000
New +$218K 0.14% 121

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Vanguard Portfolio Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
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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

Congress Park Capital's CAT Position: Q3 2026 in Review

Congress Park Capital reduced its Caterpillar (CAT) stake by 11% in Q3 2026, selling an estimated $114K and leaving 1,080 shares worth $876K. The position accounts for 0.23% of the portfolio, ranked #64.

Congress Park Capital first reported a position in CAT in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.29M in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Congress Park Capital held 1,080 shares of Caterpillar worth $876K as of Q3 2026.
  • Congress Park Capital sold 135 Caterpillar shares in Q3 2026, an estimated $114K.
  • Caterpillar made up 0.23% of Congress Park Capital's portfolio in Q3 2026, its #64 holding.
  • Congress Park Capital first reported a position in Caterpillar in Q4 2022 and has held it in 16 quarters since.
  • Congress Park Capital's Caterpillar position peaked at $1.29M in Q2 2026.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Congress Park Capital's 13F filing for Q3 2026, filed 13 Oct 2026.