MJPCFAI
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Michael J. Porro & Co. Financial Advisors, Inc.’s Caterpillar CAT Stock Holding History

Michael J. Porro & Co. Financial Advisors, Inc.’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 		– Sell
-200
Closed -$213K – 137
2026
Q2 		$213K Buy
+200
New +$176K 0.12% 127

Other funds holding CAT

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Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 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
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Michael J. Porro & Co. Financial Advisors, Inc.'s CAT Position: Q3 2026 in Review

Michael J. Porro & Co. Financial Advisors, Inc. sold out of Caterpillar (CAT) in Q3 2026, closing a stake of 200 shares — an estimated $213K sold.

Michael J. Porro & Co. Financial Advisors, Inc. first reported a position in CAT in Q2 2026 and held it in 1 quarter. The position peaked at $213K in Q2 2026. 887 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Michael J. Porro & Co. Financial Advisors, Inc. reported no remaining Caterpillar position as of Q3 2026 after selling out during the quarter.
  • Michael J. Porro & Co. Financial Advisors, Inc. sold 200 Caterpillar shares in Q3 2026, an estimated $213K.
  • Michael J. Porro & Co. Financial Advisors, Inc. first reported a position in Caterpillar in Q2 2026 and held it in 1 quarter.
  • Michael J. Porro & Co. Financial Advisors, Inc.'s Caterpillar position peaked at $213K in Q2 2026.
  • 887 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Michael J. Porro & Co. Financial Advisors, Inc.'s 13F filing for Q3 2026, filed 16 Oct 2026.