Financial Council’s Caterpillar CAT Stock Holding History

Financial Council’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	$851K	Buy	1,050 +200	+24%	+$170K	0.27%	40
2026 Q2	$905K	Hold	850	–	–	0.29%	40
2026 Q1	$602K	Hold	850	–	–	0.23%	45
2025 Q4	$487K	Sell	850 -13	-2%	-$7.22K	0.19%	51
2025 Q3	$412K	Buy	863 +13	+2%	+$5.55K	0.18%	56
2025 Q2	$330K	Hold	850	–	–	0.16%	61
2025 Q1	$280K	Hold	850	–	–	0.15%	66
2024 Q4	$308K	Hold	850	–	–	0.16%	62
2024 Q3	$332K	Hold	850	–	–	0.17%	60
2024 Q2	$283K	Buy	850 +280	+49%	+$97.1K	0.16%	66
2024 Q1	$209K	Buy	+570	New	+$182K	0.12%	79

Other funds holding CAT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Financial Council's CAT Position: Q3 2026 in Review

Financial Council increased its Caterpillar (CAT) stake by 24% in Q3 2026, buying an estimated $170K and bringing the position to 1,050 shares worth $851K. The position accounts for 0.27% of the portfolio, ranked #40.

Financial Council first reported a position in CAT in Q1 2024 and has held it in 11 quarters since. The position peaked at $905K in Q2 2026. 2,444 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Financial Council held 1,050 shares of Caterpillar worth $851K as of Q3 2026.
Financial Council bought 200 Caterpillar shares in Q3 2026, an estimated $170K.
Caterpillar made up 0.27% of Financial Council's portfolio in Q3 2026, its #40 holding.
Financial Council first reported a position in Caterpillar in Q1 2024 and has held it in 11 quarters since.
Financial Council's Caterpillar position peaked at $905K in Q2 2026.
2,444 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Financial Council's 13F filing for Q3 2026, filed 2 Nov 2026.