Friday Financial
CAT icon

Friday Financial’s Caterpillar CAT Stock Holding History

Friday 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 		$280K Buy
339
+36
+12% +$30.5K 0.06% 100
2026
Q2 		$285K Sell
303
-595
-66% -$523K 0.08% 92
2026
Q1 		$636K Hold
898
– – 0.22% 52
2025
Q4 		$514K Hold
898
– – 0.18% 63
2025
Q3 		$428K Sell
898
-405
-31% -$173K 0.18% 65
2025
Q2 		$506K Buy
+1,303
New +$434K 0.26% 52

Other funds holding CAT

Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 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
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Friday Financial's CAT Position: Q3 2026 in Review

Friday Financial increased its Caterpillar (CAT) stake by 12% in Q3 2026, buying an estimated $30.5K and bringing the position to 339 shares worth $280K. The position accounts for 0.06% of the portfolio, ranked #100.

Friday Financial first reported a position in CAT in Q2 2025 and has held it in 6 quarters since. The position peaked at $636K in Q1 2026. 976 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Friday Financial held 339 shares of Caterpillar worth $280K as of Q3 2026.
  • Friday Financial bought 36 Caterpillar shares in Q3 2026, an estimated $30.5K.
  • Caterpillar made up 0.06% of Friday Financial's portfolio in Q3 2026, its #100 holding.
  • Friday Financial first reported a position in Caterpillar in Q2 2025 and has held it in 6 quarters since.
  • Friday Financial's Caterpillar position peaked at $636K in Q1 2026.
  • 976 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Friday Financial's 13F filing for Q3 2026, filed 9 Oct 2026.