DecisionPoint Financial’s Caterpillar CAT Stock Holding History

DecisionPoint 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	$30.6K	Sell	37 -2	-5%	-$1.7K	0.01%	165
2026 Q2	$38.7K	Buy	39 +4	+11%	+$3.51K	0.01%	112
2026 Q1	$24.8K	Hold	35	–	–	0.01%	123
2025 Q4	$20.1K	Buy	35 +15	+75%	+$8.34K	﹤0.01%	139
2025 Q3	$9.6K	Hold	20	–	–	﹤0.01%	142
2025 Q2	$7.82K	Buy	20 +5	+33%	+$1.67K	﹤0.01%	155
2025 Q1	$4.95K	Hold	15	–	–	﹤0.01%	179
2024 Q4	$5.44K	Sell	15 -10	-40%	-$3.88K	﹤0.01%	189
2024 Q3	$9.8K	Hold	25	–	–	﹤0.01%	160
2024 Q2	$8.66K	Hold	25	–	–	﹤0.01%	159
2024 Q1	$8.58K	Hold	25	–	–	﹤0.01%	166
2023 Q4	$7.39K	Hold	25	–	–	﹤0.01%	140
2023 Q3	$6.82K	Hold	25	–	–	﹤0.01%	141
2023 Q2	$6.15K	Hold	25	–	–	﹤0.01%	130
2023 Q1	$5.72K	Hold	25	–	–	﹤0.01%	127
2022 Q4	$5.99K	Buy	+25	New	+$5.44K	﹤0.01%	108

Other funds holding CAT

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $118B AUM 40.52% 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

DecisionPoint Financial's CAT Position: Q3 2026 in Review

DecisionPoint Financial reduced its Caterpillar (CAT) stake by 5.1% in Q3 2026, selling an estimated $1.7K and leaving 37 shares worth $30.6K. The position accounts for 0.01% of the portfolio, ranked #165.

DecisionPoint Financial first reported a position in CAT in Q4 2022 and has held it in 16 quarters since. The position peaked at $38.7K in Q2 2026. 1,493 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

DecisionPoint Financial held 37 shares of Caterpillar worth $30.6K as of Q3 2026.
DecisionPoint Financial sold 2 Caterpillar shares in Q3 2026, an estimated $1.7K.
Caterpillar made up 0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #165 holding.
DecisionPoint Financial first reported a position in Caterpillar in Q4 2022 and has held it in 16 quarters since.
DecisionPoint Financial's Caterpillar position peaked at $38.7K in Q2 2026.
1,493 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.