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Galvin Gaustad & Stein’s Caterpillar CAT Stock Holding History

Galvin Gaustad & Stein’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 		$580K Buy
715
+56
+8% +$47.5K 0.04% 154
2026
Q2 		$702K Buy
+659
New +$579K 0.05% 157

Other funds holding CAT

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Galvin Gaustad & Stein's CAT Position: Q3 2026 in Review

Galvin Gaustad & Stein increased its Caterpillar (CAT) stake by 8.5% in Q3 2026, buying an estimated $47.5K and bringing the position to 715 shares worth $580K. The position accounts for 0.04% of the portfolio, ranked #154.

Galvin Gaustad & Stein first reported a position in CAT in Q2 2026 and has held it in 2 quarters since. The position peaked at $702K in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Galvin Gaustad & Stein held 715 shares of Caterpillar worth $580K as of Q3 2026.
  • Galvin Gaustad & Stein bought 56 Caterpillar shares in Q3 2026, an estimated $47.5K.
  • Caterpillar made up 0.04% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #154 holding.
  • Galvin Gaustad & Stein first reported a position in Caterpillar in Q2 2026 and has held it in 2 quarters since.
  • Galvin Gaustad & Stein's Caterpillar position peaked at $702K in Q2 2026.
  • 214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.