Foster Group
CAT icon

Foster Group’s Caterpillar CAT Stock Holding History

Foster Group’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 		$1.41M Sell
1,738
-782
-31% -$663K 0.04% 103
2026
Q2 		$2.68M Buy
2,520
+781
+45% +$686K 0.07% 77
2026
Q1 		$1.23M Buy
1,739
+74
+4% +$51.3K 0.04% 101
2025
Q4 		$954K Buy
1,665
+313
+23% +$174K 0.03% 115
2025
Q3 		$645K Buy
1,352
+210
+18% +$89.7K 0.02% 137
2025
Q2 		$443K Sell
1,142
-176
-13% -$58.7K 0.02% 147
2025
Q1 		$435K Buy
1,318
+37
+3% +$13.2K 0.02% 136
2024
Q4 		$465K Buy
1,281
+217
+20% +$84.2K 0.02% 125
2024
Q3 		$416K Buy
1,064
+80
+8% +$27.6K 0.02% 136
2024
Q2 		$328K Buy
984
+13
+1% +$4.51K 0.01% 156
2024
Q1 		$356K Buy
971
+14
+1% +$4.48K 0.02% 145
2023
Q4 		$261K Hold
957
– – 0.02% 141
2023
Q3 		$261K Sell
957
-14
-1% -$3.8K 0.02% 141
2023
Q2 		$239K Buy
971
+55
+6% +$12.3K 0.01% 155
2023
Q1 		$210K Sell
916
-166
-15% -$40.1K 0.01% 153
2022
Q4 		$259K Buy
+1,082
New +$236K 0.02% 130

Other funds holding CAT

Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 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
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Nichols & Pratt Advisers
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

Foster Group's CAT Position: Q3 2026 in Review

Foster Group reduced its Caterpillar (CAT) stake by 31% in Q3 2026, selling an estimated $663K and leaving 1,738 shares worth $1.41M. The position accounts for 0.04% of the portfolio, ranked #103.

Foster Group first reported a position in CAT in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.68M in Q2 2026. 781 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Foster Group held 1,738 shares of Caterpillar worth $1.41M as of Q3 2026.
  • Foster Group sold 782 Caterpillar shares in Q3 2026, an estimated $663K.
  • Caterpillar made up 0.04% of Foster Group's portfolio in Q3 2026, its #103 holding.
  • Foster Group first reported a position in Caterpillar in Q4 2022 and has held it in 16 quarters since.
  • Foster Group's Caterpillar position peaked at $2.68M in Q2 2026.
  • 781 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.