Cyr Financial’s Caterpillar CAT Stock Holding History

Cyr Financial’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	$549K	Buy	677 +14	+2%	+$11.9K	0.27%	44
2026 Q2	$706K	Buy	663 +3	+0.5%	+$2.64K	0.37%	40
2026 Q1	$467K	Sell	660 -152	-19%	-$105K	0.28%	44
2025 Q4	$465K	Buy	812 +1	+0.1%	+$556	0.29%	45
2025 Q3	$387K	Buy	811 +20	+3%	+$8.54K	0.26%	46
2025 Q2	$307K	Sell	791 -152	-16%	-$50.7K	0.24%	46
2025 Q1	$311K	Buy	943 +2	+0.2%	+$712	0.28%	49
2024 Q4	$341K	Buy	+941	New	+$365K	0.31%	45

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

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

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 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

Cyr Financial's CAT Position: Q3 2026 in Review

Cyr Financial increased its Caterpillar (CAT) stake by 2.1% in Q3 2026, buying an estimated $11.9K and bringing the position to 677 shares worth $549K. The position accounts for 0.27% of the portfolio, ranked #44.

Cyr Financial first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $706K in Q2 2026. 1,337 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Cyr Financial held 677 shares of Caterpillar worth $549K as of Q3 2026.
Cyr Financial bought 14 Caterpillar shares in Q3 2026, an estimated $11.9K.
Caterpillar made up 0.27% of Cyr Financial's portfolio in Q3 2026, its #44 holding.
Cyr Financial first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
Cyr Financial's Caterpillar position peaked at $706K in Q2 2026.
1,337 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Cyr Financial's 13F filing for Q3 2026, filed 16 Oct 2026.