Cushing Capital Partners’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$394K Buy
485
+36
+8% +$30.5K 0.24% 85
2026
Q2
$478K Buy
449
+2
+0.4% +$1.76K 0.33% 69
2026
Q1
$317K Buy
447
+1
+0.2% +$693 0.24% 82
2025
Q4
$256K Sell
446
-152
-25% -$84.5K 0.19% 80
2025
Q3
$285K Buy
598
+2
+0.3% +$854 0.22% 73
2025
Q2
$231K Buy
+596
New +$199K 0.2% 80
2025
Q1
– Sell
-591
Closed -$214K – 89
2024
Q4
$214K Buy
+591
New +$229K 0.21% 71

Other funds holding CAT

Cushing Capital Partners's CAT Position: Q3 2026 in Review

Cushing Capital Partners increased its Caterpillar (CAT) stake by 8% in Q3 2026, buying an estimated $30.5K and bringing the position to 485 shares worth $394K. The position accounts for 0.24% of the portfolio, ranked #85.

Cushing Capital Partners first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $478K in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Cushing Capital Partners held 485 shares of Caterpillar worth $394K as of Q3 2026.
  • Cushing Capital Partners bought 36 Caterpillar shares in Q3 2026, an estimated $30.5K.
  • Caterpillar made up 0.24% of Cushing Capital Partners's portfolio in Q3 2026, its #85 holding.
  • Cushing Capital Partners first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • Cushing Capital Partners's Caterpillar position peaked at $478K in Q2 2026.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Cushing Capital Partners's 13F filing for Q3 2026, filed 20 Oct 2026.