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	$243K	Buy	+300	New	+$254K	0.01%	275

Other funds holding CAT

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

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 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. 820 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.
820 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.