Founders Financial Securities
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Founders Financial Securities’s Caterpillar CAT Stock Holding History

Founders Financial Securities’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 		$3.16M Sell
3,895
-39
-1% -$33.1K 0.16% 129
2026
Q2 		$4.19M Sell
3,934
-58
-1% -$51K 0.21% 87
2026
Q1 		$3.14M Sell
3,992
-557
-12% -$386K 0.18% 118
2025
Q4 		$2.61M Buy
4,549
+557
+14% +$310K 0.15% 131
2025
Q3 		$1.9M Sell
3,992
-744
-16% -$318K 0.13% 158
2025
Q2 		$1.84M Buy
4,736
+24
+0.5% +$8K 0.14% 143
2025
Q1 		$1.45M Buy
4,712
+1,052
+29% +$375K 0.12% 157
2024
Q4 		$1.33M Buy
3,660
+64
+2% +$24.8K 0.12% 150
2024
Q3 		$1.41M Sell
3,596
-1,182
-25% -$408K 0.13% 141
2024
Q2 		$1.59M Buy
4,778
+1,109
+30% +$385K 0.15% 129
2024
Q1 		$1.34M Buy
3,669
+98
+3% +$31.3K 0.14% 130
2023
Q4 		$1.06M Buy
3,571
+37
+1% +$9.6K 0.12% 157
2023
Q3 		$965K Sell
3,534
-300
-8% -$81.4K 0.13% 138
2023
Q2 		$943K Buy
3,834
+41
+1% +$9.14K 0.12% 145
2023
Q1 		$868K Sell
3,793
-6
-0.2% -$1.45K 0.13% 150
2022
Q4 		$910K Buy
3,799
+102
+3% +$22.2K 0.14% 145
2022
Q3 		$607K Buy
3,697
+611
+20% +$112K 0.11% 160
2022
Q2 		$552K Buy
3,086
+396
+15% +$83.5K 0.11% 152
2022
Q1 		$599K Sell
2,690
-470
-15% -$98.6K 0.11% 158
2021
Q4 		$653K Buy
3,160
+360
+13% +$72.5K 0.12% 146
2021
Q3 		$538K Buy
2,800
+9
+0.3% +$1.87K 0.11% 160
2021
Q2 		$607K Sell
2,791
-3,962
-59% -$915K 0.12% 154
2021
Q1 		$1.57M Buy
6,753
+1,396
+26% +$289K 0.36% 52
2020
Q4 		$975K Buy
+5,357
New +$908K 0.23% 78
2020
Q3 		– Sell
-1,542
Closed -$201K – 171
2020
Q2 		$201K Buy
+1,542
New +$183K 0.07% 157

Other funds holding CAT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Founders Financial Securities's CAT Position: Q3 2026 in Review

Founders Financial Securities reduced its Caterpillar (CAT) stake by 0.99% in Q3 2026, selling an estimated $33.1K and leaving 3,895 shares worth $3.16M. The position accounts for 0.16% of the portfolio, ranked #129.

Founders Financial Securities first reported a position in CAT in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.19M in Q2 2026. 2,734 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Founders Financial Securities held 3,895 shares of Caterpillar worth $3.16M as of Q3 2026.
  • Founders Financial Securities sold 39 Caterpillar shares in Q3 2026, an estimated $33.1K.
  • Caterpillar made up 0.16% of Founders Financial Securities's portfolio in Q3 2026, its #129 holding.
  • Founders Financial Securities first reported a position in Caterpillar in Q2 2020 and has held it in 25 quarters since.
  • Founders Financial Securities's Caterpillar position peaked at $4.19M in Q2 2026.
  • 2,734 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Founders Financial Securities's 13F filing for Q3 2026, filed 28 Oct 2026.