GEM Asset Management
CAT icon

GEM Asset Management’s Caterpillar CAT Stock Holding History

GEM Asset Management’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 		$547K Buy
674
+25
+4% +$21.2K 0.22% 63
2026
Q2 		$691K Hold
649
– – 0.27% 50
2026
Q1 		$460K Hold
649
– – 0.2% 69
2025
Q4 		$387K Sell
649
-29
-4% -$16.1K 0.17% 74
2025
Q3 		$330K Sell
678
-180
-21% -$76.8K 0.16% 76
2025
Q2 		$336K Buy
858
+209
+32% +$69.7K 0.17% 72
2025
Q1 		$214K Buy
649
+1
+0.2% +$356 0.12% 87
2024
Q4 		$235K Hold
648
– – 0.13% 81
2024
Q3 		$258K Hold
648
– – 0.15% 81
2024
Q2 		$216K Hold
648
– – 0.13% 82
2024
Q1 		$232K Buy
+648
New +$207K 0.16% 78

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

GEM Asset Management's CAT Position: Q3 2026 in Review

GEM Asset Management increased its Caterpillar (CAT) stake by 3.9% in Q3 2026, buying an estimated $21.2K and bringing the position to 674 shares worth $547K. The position accounts for 0.22% of the portfolio, ranked #63.

GEM Asset Management first reported a position in CAT in Q1 2024 and has held it in 11 quarters since. The position peaked at $691K in Q2 2026. 2,734 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • GEM Asset Management held 674 shares of Caterpillar worth $547K as of Q3 2026.
  • GEM Asset Management bought 25 Caterpillar shares in Q3 2026, an estimated $21.2K.
  • Caterpillar made up 0.22% of GEM Asset Management's portfolio in Q3 2026, its #63 holding.
  • GEM Asset Management first reported a position in Caterpillar in Q1 2024 and has held it in 11 quarters since.
  • GEM Asset Management's Caterpillar position peaked at $691K in Q2 2026.
  • 2,734 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on GEM Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.