Echo45 Advisors’s Caterpillar CAT Stock Holding History

Echo45 Advisors’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	$339K	Buy	418 +9	+2%	+$7.63K	0.15%	79
2026 Q2	$436K	Sell	409 -21	-5%	-$18.4K	0.23%	48
2026 Q1	$305K	Buy	430 +4	+0.9%	+$2.77K	0.17%	51
2025 Q4	$244K	Sell	426 -9	-2%	-$5K	0.14%	61
2025 Q3	$208K	Buy	+435	New	+$186K	0.12%	56
2022 Q2	–	Sell	-1,387	Closed	-$309K	–	60
2022 Q1	$309K	Sell	1,387 -115	-8%	-$24.1K	0.24%	51
2021 Q4	$311K	Buy	+1,502	New	+$302K	0.25%	64

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

Echo45 Advisors's CAT Position: Q3 2026 in Review

Echo45 Advisors increased its Caterpillar (CAT) stake by 2.2% in Q3 2026, buying an estimated $7.63K and bringing the position to 418 shares worth $339K. The position accounts for 0.15% of the portfolio, ranked #79.

Echo45 Advisors first reported a position in CAT in Q4 2021 and has held it in 7 quarters since. The position peaked at $436K in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Echo45 Advisors held 418 shares of Caterpillar worth $339K as of Q3 2026.
Echo45 Advisors bought 9 Caterpillar shares in Q3 2026, an estimated $7.63K.
Caterpillar made up 0.15% of Echo45 Advisors's portfolio in Q3 2026, its #79 holding.
Echo45 Advisors first reported a position in Caterpillar in Q4 2021 and has held it in 7 quarters since.
Echo45 Advisors's Caterpillar position peaked at $436K in Q2 2026.
214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Echo45 Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.