Fiduciary Alliance
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Fiduciary Alliance’s Caterpillar CAT Stock Holding History

Fiduciary Alliance’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 		$2.57M Buy
3,170
+58
+2% +$49.2K 0.19% 124
2026
Q2 		$3.31M Sell
3,112
-73
-2% -$64.1K 0.22% 123
2026
Q1 		$2.45M Buy
3,185
+1,024
+47% +$709K 0.15% 160
2025
Q4 		$1.24M Buy
2,161
+66
+3% +$36.7K 0.08% 217
2025
Q3 		$1000K Sell
2,095
-49
-2% -$20.9K 0.07% 237
2025
Q2 		$832K Buy
2,144
+512
+31% +$171K 0.06% 245
2025
Q1 		$538K Sell
1,632
-113
-6% -$40.3K 0.05% 243
2024
Q4 		$633K Buy
1,745
+558
+47% +$216K 0.06% 210
2024
Q3 		$464K Buy
1,187
+248
+26% +$85.6K 0.06% 162
2024
Q2 		$308K Buy
+939
New +$326K 0.05% 163
2023
Q3 		– Sell
-272
Closed -$66.9K – 276
2023
Q2 		$66.9K Buy
+272
New +$60.6K 0.01% 273
2023
Q1 		– Sell
-551
Closed -$132K – 251
2022
Q4 		$132K Buy
+551
New +$120K 0.03% 149

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

Fiduciary Alliance's CAT Position: Q3 2026 in Review

Fiduciary Alliance increased its Caterpillar (CAT) stake by 1.9% in Q3 2026, buying an estimated $49.2K and bringing the position to 3,170 shares worth $2.57M. The position accounts for 0.19% of the portfolio, ranked #124.

Fiduciary Alliance first reported a position in CAT in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.31M in Q2 2026. 1,071 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Fiduciary Alliance held 3,170 shares of Caterpillar worth $2.57M as of Q3 2026.
  • Fiduciary Alliance bought 58 Caterpillar shares in Q3 2026, an estimated $49.2K.
  • Caterpillar made up 0.19% of Fiduciary Alliance's portfolio in Q3 2026, its #124 holding.
  • Fiduciary Alliance first reported a position in Caterpillar in Q4 2022 and has held it in 12 quarters since.
  • Fiduciary Alliance's Caterpillar position peaked at $3.31M in Q2 2026.
  • 1,071 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.