CoreCap Advisors
CAT icon

CoreCap Advisors’s Caterpillar CAT Stock Holding History

CoreCap 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 		$9.5M Sell
11,734
-1,022
-8% -$867K 0.27% 68
2026
Q2 		$13.6M Buy
12,756
+393
+3% +$345K 0.4% 43
2026
Q1 		$8.76M Buy
12,363
+7,435
+151% +$5.15M 0.3% 71
2025
Q4 		$2.82M Buy
4,928
+280
+6% +$156K 0.1% 192
2025
Q3 		$2.22M Buy
4,648
+577
+14% +$246K 0.08% 219
2025
Q2 		$1.58M Sell
4,071
-793
-16% -$264K 0.06% 254
2025
Q1 		$1.6M Buy
4,864
+843
+21% +$300K 0.07% 244
2024
Q4 		$1.46M Sell
4,021
-369
-8% -$143K 0.07% 267
2024
Q3 		$1.72M Buy
+4,390
New +$1.52M 0.08% 240
2024
Q2 		– Sell
-8,780
Closed -$3.22M – 1750
2024
Q1 		$3.22M Buy
8,780
+2,131
+32% +$681K 0.17% 123
2023
Q4 		$1.97M Buy
6,649
+2,618
+65% +$679K 0.13% 165
2023
Q3 		$1.1M Sell
4,031
-4,445
-52% -$1.21M 0.08% 224
2023
Q2 		$2.09M Buy
+8,476
New +$1.89M 0.15% 133
2022
Q4 		$1.06M Sell
4,404
-493
-10% -$107K 0.08% 238
2022
Q3 		$804K Sell
4,897
-6,567
-57% -$1.2M 0.07% 249
2022
Q2 		$2.05M Buy
11,464
+7,826
+215% +$1.65M 0.16% 108
2022
Q1 		$811K Sell
3,638
-2,262
-38% -$474K 0.06% 267
2021
Q4 		$1.22M Buy
+5,900
New +$1.19M 0.08% 197

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

CoreCap Advisors's CAT Position: Q3 2026 in Review

CoreCap Advisors reduced its Caterpillar (CAT) stake by 8% in Q3 2026, selling an estimated $867K and leaving 11,734 shares worth $9.5M. The position accounts for 0.27% of the portfolio, ranked #68.

CoreCap Advisors first reported a position in CAT in Q4 2021 and has held it in 18 quarters since. The position peaked at $13.6M in Q2 2026. 1,005 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • CoreCap Advisors held 11,734 shares of Caterpillar worth $9.5M as of Q3 2026.
  • CoreCap Advisors sold 1,022 Caterpillar shares in Q3 2026, an estimated $867K.
  • Caterpillar made up 0.27% of CoreCap Advisors's portfolio in Q3 2026, its #68 holding.
  • CoreCap Advisors first reported a position in Caterpillar in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's Caterpillar position peaked at $13.6M in Q2 2026.
  • 1,005 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.