Dynamic Advisor Solutions
CAT icon

Dynamic Advisor Solutions’s Caterpillar CAT Stock Holding History

Dynamic Advisor Solutions’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
2019
Q4 		– Sell
-1,000
Closed -$3K – 574
2019
Q3 		$3K Buy
+1,000
New +$127K ﹤0.01% 529

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TD Waterhouse Canada
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Czech National Bank
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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
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Nichols & Pratt Advisers
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

Dynamic Advisor Solutions's CAT Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Caterpillar (CAT) stake by 1.4% in Q3 2026, selling an estimated $290K and leaving 23,707 shares worth $19.2M. The position accounts for 0.55% of the portfolio, ranked #40.

Dynamic Advisor Solutions first reported a position in CAT in Q4 2013 and has held it in 42 quarters since. The position peaked at $25.6M in Q2 2026. 821 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Dynamic Advisor Solutions held 23,707 shares of Caterpillar worth $19.2M as of Q3 2026.
  • Dynamic Advisor Solutions sold 342 Caterpillar shares in Q3 2026, an estimated $290K.
  • Caterpillar made up 0.55% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #40 holding.
  • Dynamic Advisor Solutions first reported a position in Caterpillar in Q4 2013 and has held it in 42 quarters since.
  • Dynamic Advisor Solutions's Caterpillar position peaked at $25.6M in Q2 2026.
  • 821 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.