Fairvoy Private Wealth’s Caterpillar CAT Stock Holding History

Fairvoy Private Wealth’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	$6.02M	Buy	7,423 +1,757	+31%	+$1.49M	1.21%	26
2026 Q2	$6.03M	Buy	5,666 +3,845	+211%	+$3.38M	1.22%	25
2026 Q1	$1.29M	Sell	1,821 -146	-7%	-$101K	0.31%	76
2025 Q4	$1.13M	Sell	1,967 -86	-4%	-$47.8K	0.25%	81
2025 Q3	$979K	Sell	2,053 -18	-0.9%	-$7.68K	0.22%	89
2025 Q2	$804K	Sell	2,071 -41	-2%	-$13.7K	0.2%	96
2025 Q1	$697K	Buy	2,112 +20	+1%	+$7.12K	0.19%	95
2024 Q4	$759K	Buy	+2,092	New	+$811K	0.2%	91

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fairvoy Private Wealth's CAT Position: Q3 2026 in Review

Fairvoy Private Wealth increased its Caterpillar (CAT) stake by 31% in Q3 2026, buying an estimated $1.49M and bringing the position to 7,423 shares worth $6.02M. The position accounts for 1.21% of the portfolio, ranked #26.

Fairvoy Private Wealth first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.03M in Q2 2026. 1,272 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Fairvoy Private Wealth held 7,423 shares of Caterpillar worth $6.02M as of Q3 2026.
Fairvoy Private Wealth bought 1,757 Caterpillar shares in Q3 2026, an estimated $1.49M.
Caterpillar made up 1.21% of Fairvoy Private Wealth's portfolio in Q3 2026, its #26 holding.
Fairvoy Private Wealth first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
Fairvoy Private Wealth's Caterpillar position peaked at $6.03M in Q2 2026.
1,272 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Fairvoy Private Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.