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ERn Financial LLC’s Caterpillar CAT Stock Holding History

ERn Financial LLC’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
-221
Closed -$235K – 164
2026
Q2 		$235K Buy
+221
New +$194K 0.04% 145
2025
Q1 		– Sell
-645
Closed -$234K – 184
2024
Q4 		$234K Buy
645
+82
+15% +$31.8K 0.04% 179
2024
Q3 		$220K Buy
+563
New +$194K 0.03% 178

Other funds holding CAT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ERn Financial LLC's CAT Position: Q3 2026 in Review

ERn Financial LLC sold out of Caterpillar (CAT) in Q3 2026, closing a stake of 221 shares — an estimated $235K sold.

ERn Financial LLC first reported a position in CAT in Q3 2024 and held it in 3 quarters. The position peaked at $235K in Q2 2026. 2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • ERn Financial LLC reported no remaining Caterpillar position as of Q3 2026 after selling out during the quarter.
  • ERn Financial LLC sold 221 Caterpillar shares in Q3 2026, an estimated $235K.
  • ERn Financial LLC first reported a position in Caterpillar in Q3 2024 and held it in 3 quarters.
  • ERn Financial LLC's Caterpillar position peaked at $235K in Q2 2026.
  • 2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on ERn Financial LLC's 13F filing for Q3 2026, filed 28 Oct 2026.