GI
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GAMMA Investing’s Caterpillar CAT Stock Holding History

GAMMA Investing’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 		$12.8M Buy
15,749
+1,026
+7% +$870K 0.43% 31
2026
Q2 		$15.7M Buy
14,723
+707
+5% +$621K 0.58% 28
2026
Q1 		$9.93M Buy
14,016
+1,102
+9% +$763K 0.46% 30
2025
Q4 		$7.4M Buy
12,914
+1,151
+10% +$640K 0.37% 36
2025
Q3 		$5.61M Buy
11,763
+1,049
+10% +$448K 0.31% 46
2025
Q2 		$4.16M Sell
10,714
-597
-5% -$199K 0.26% 54
2025
Q1 		$3.73M Buy
11,311
+2,745
+32% +$978K 0.28% 62
2024
Q4 		$3.11M Buy
8,566
+586
+7% +$227K 0.26% 63
2024
Q3 		$3.12M Buy
7,980
+1,983
+33% +$685K 0.31% 47
2024
Q2 		$2M Buy
5,997
+841
+16% +$292K 0.27% 56
2024
Q1 		$1.89M Buy
5,156
+773
+18% +$247K 0.38% 40
2023
Q4 		$1.32M Buy
+4,383
New +$1.14M 0.36% 41

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

GAMMA Investing's CAT Position: Q3 2026 in Review

GAMMA Investing increased its Caterpillar (CAT) stake by 7% in Q3 2026, buying an estimated $870K and bringing the position to 15,749 shares worth $12.8M. The position accounts for 0.43% of the portfolio, ranked #31.

GAMMA Investing first reported a position in CAT in Q4 2023 and has held it in 12 quarters since. The position peaked at $15.7M in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • GAMMA Investing held 15,749 shares of Caterpillar worth $12.8M as of Q3 2026.
  • GAMMA Investing bought 1,026 Caterpillar shares in Q3 2026, an estimated $870K.
  • Caterpillar made up 0.43% of GAMMA Investing's portfolio in Q3 2026, its #31 holding.
  • GAMMA Investing first reported a position in Caterpillar in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Caterpillar position peaked at $15.7M in Q2 2026.
  • 214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.