EF
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Exeter Financial’s Caterpillar CAT Stock Holding History

Exeter 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 		$300K Hold
370
– – 0.11% 89
2026
Q2 		$394K Buy
370
+1
+0.3% +$878 0.15% 81
2026
Q1 		$262K Hold
369
– – 0.11% 88
2025
Q4 		$211K Buy
+369
New +$205K 0.09% 96

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
JC
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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Exeter Financial's CAT Position: Q3 2026 in Review

Exeter Financial held its Caterpillar (CAT) position steady in Q3 2026 at 370 shares worth $300K. The position accounts for 0.11% of the portfolio, ranked #89.

Exeter Financial first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $394K in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Exeter Financial held 370 shares of Caterpillar worth $300K as of Q3 2026.
  • Exeter Financial left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.11% of Exeter Financial's portfolio in Q3 2026, its #89 holding.
  • Exeter Financial first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
  • Exeter Financial's Caterpillar position peaked at $394K in Q2 2026.
  • 214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Exeter Financial's 13F filing for Q3 2026, filed 8 Oct 2026.