David J. Yvars Group’s Caterpillar CAT Stock Holding History

David J. Yvars Group’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	$1.09M	Sell	1,347 -14	-1%	-$11.9K	0.5%	28
2026 Q2	$1.45M	Sell	1,361 -16	-1%	-$14.1K	0.68%	22
2026 Q1	$975K	Buy	1,377 +50	+4%	+$34.6K	0.55%	28
2025 Q4	$760K	Buy	1,327 +49	+4%	+$27.2K	0.4%	33
2025 Q3	$610K	Hold	1,278	–	–	0.33%	41
2025 Q2	$496K	Buy	+1,278	New	+$426K	0.29%	41
2021 Q2	–	Sell	-1,295	Closed	-$300K	–	92
2021 Q1	$300K	Buy	+1,295	New	+$268K	0.19%	62

Other funds holding CAT

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

OMC

Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

David J. Yvars Group's CAT Position: Q3 2026 in Review

David J. Yvars Group reduced its Caterpillar (CAT) stake by 1% in Q3 2026, selling an estimated $11.9K and leaving 1,347 shares worth $1.09M. The position accounts for 0.5% of the portfolio, ranked #28.

David J. Yvars Group first reported a position in CAT in Q1 2021 and has held it in 7 quarters since. The position peaked at $1.45M in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

David J. Yvars Group held 1,347 shares of Caterpillar worth $1.09M as of Q3 2026.
David J. Yvars Group sold 14 Caterpillar shares in Q3 2026, an estimated $11.9K.
Caterpillar made up 0.5% of David J. Yvars Group's portfolio in Q3 2026, its #28 holding.
David J. Yvars Group first reported a position in Caterpillar in Q1 2021 and has held it in 7 quarters since.
David J. Yvars Group's Caterpillar position peaked at $1.45M in Q2 2026.
214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.