Emerald Advisors
CAT icon

Emerald Advisors’s Caterpillar CAT Stock Holding History

Emerald 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 		$345K Sell
426
-1
-0.2% -$848 0.04% 93
2026
Q2 		$455K Buy
427
+3
+0.7% +$2.64K 0.06% 86
2026
Q1 		$300K Buy
424
+8
+2% +$5.54K 0.04% 95
2025
Q4 		$238K Buy
+416
New +$231K 0.03% 99

Other funds holding CAT

Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 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
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Emerald Advisors's CAT Position: Q3 2026 in Review

Emerald Advisors reduced its Caterpillar (CAT) stake by 0.23% in Q3 2026, selling an estimated $848 and leaving 426 shares worth $345K. The position accounts for 0.04% of the portfolio, ranked #93.

Emerald Advisors first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $455K in Q2 2026. 1,007 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Emerald Advisors held 426 shares of Caterpillar worth $345K as of Q3 2026.
  • Emerald Advisors sold 1 Caterpillar share in Q3 2026, an estimated $848.
  • Caterpillar made up 0.04% of Emerald Advisors's portfolio in Q3 2026, its #93 holding.
  • Emerald Advisors first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
  • Emerald Advisors's Caterpillar position peaked at $455K in Q2 2026.
  • 1,007 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

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