FFA
CAT icon

Farther Finance Advisors’s Caterpillar CAT Stock Holding History

Farther Finance 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 		$34.8M Buy
42,881
+4,697
+12% +$3.98M 0.25% 70
2026
Q2 		$40.6M Buy
38,184
+4,280
+13% +$3.76M 0.32% 57
2026
Q1 		$24.8M Buy
33,904
+2,220
+7% +$1.54M 0.23% 86
2025
Q4 		$18.2M Buy
31,684
+12,600
+66% +$7M 0.19% 96
2025
Q3 		$9.11M Buy
19,084
+6,242
+49% +$2.66M 0.14% 128
2025
Q2 		$4.99M Buy
12,842
+999
+8% +$333K 0.1% 189
2025
Q1 		$3.91M Buy
11,843
+3,481
+42% +$1.24M 0.1% 190
2024
Q4 		$3.03M Buy
8,362
+318
+4% +$123K 0.11% 155
2024
Q3 		$3.15M Buy
8,044
+1,581
+24% +$546K 0.12% 146
2024
Q2 		$2.13M Buy
6,463
+503
+8% +$174K 0.1% 156
2024
Q1 		$2.17M Buy
5,960
+624
+12% +$199K 0.13% 130
2023
Q4 		$1.58M Buy
5,336
+2,467
+86% +$640K 0.11% 165
2023
Q3 		$783K Buy
2,869
+2,274
+382% +$617K 0.12% 144
2023
Q2 		$146K Buy
595
+37
+7% +$8.25K 0.03% 369
2023
Q1 		$128K Buy
558
+106
+23% +$25.6K 0.04% 345
2022
Q4 		$108K Buy
+452
New +$98.4K 0.04% 308

Other funds holding CAT

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
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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Farther Finance Advisors's CAT Position: Q3 2026 in Review

Farther Finance Advisors increased its Caterpillar (CAT) stake by 12% in Q3 2026, buying an estimated $3.98M and bringing the position to 42,881 shares worth $34.8M. The position accounts for 0.25% of the portfolio, ranked #70.

Farther Finance Advisors first reported a position in CAT in Q4 2022 and has held it in 16 quarters since. The position peaked at $40.6M in Q2 2026. 142 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Farther Finance Advisors held 42,881 shares of Caterpillar worth $34.8M as of Q3 2026.
  • Farther Finance Advisors bought 4,697 Caterpillar shares in Q3 2026, an estimated $3.98M.
  • Caterpillar made up 0.25% of Farther Finance Advisors's portfolio in Q3 2026, its #70 holding.
  • Farther Finance Advisors first reported a position in Caterpillar in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Caterpillar position peaked at $40.6M in Q2 2026.
  • 142 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.