Foronjy Financial
CAT icon

Foronjy Financial’s Caterpillar CAT Stock Holding History

Foronjy 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 		$411K Buy
506
+66
+15% +$56K 0.14% 71
2026
Q2 		$468K Sell
440
-19
-4% -$16.7K 0.17% 60
2026
Q1 		$325K Sell
459
-12
-3% -$8.31K 0.14% 70
2025
Q4 		$270K Sell
471
-79
-14% -$43.9K 0.11% 79
2025
Q3 		$263K Sell
550
-210
-28% -$89.7K 0.12% 79
2025
Q2 		$295K Buy
+760
New +$253K 0.14% 67

Other funds holding CAT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Foronjy Financial's CAT Position: Q3 2026 in Review

Foronjy Financial increased its Caterpillar (CAT) stake by 15% in Q3 2026, buying an estimated $56K and bringing the position to 506 shares worth $411K. The position accounts for 0.14% of the portfolio, ranked #71.

Foronjy Financial first reported a position in CAT in Q2 2025 and has held it in 6 quarters since. The position peaked at $468K in Q2 2026. 2,113 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Foronjy Financial held 506 shares of Caterpillar worth $411K as of Q3 2026.
  • Foronjy Financial bought 66 Caterpillar shares in Q3 2026, an estimated $56K.
  • Caterpillar made up 0.14% of Foronjy Financial's portfolio in Q3 2026, its #71 holding.
  • Foronjy Financial first reported a position in Caterpillar in Q2 2025 and has held it in 6 quarters since.
  • Foronjy Financial's Caterpillar position peaked at $468K in Q2 2026.
  • 2,113 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Foronjy Financial's 13F filing for Q3 2026, filed 14 Oct 2026.