General Partner Inc’s Caterpillar CAT Stock Holding History

General Partner Inc’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	$610K	Hold	752	–	–	0.33%	55
2026 Q2	$801K	Hold	752	–	–	0.43%	51
2026 Q1	$533K	Hold	752	–	–	0.32%	53
2025 Q4	$431K	Hold	752	–	–	0.24%	59
2025 Q3	$359K	Hold	752	–	–	0.2%	68
2025 Q2	$292K	Hold	752	–	–	0.17%	75
2025 Q1	$248K	Hold	752	–	–	0.16%	78
2024 Q4	$273K	Hold	752	–	–	0.16%	75
2024 Q3	$294K	Hold	752	–	–	0.18%	72
2024 Q2	$250K	Hold	752	–	–	0.16%	74
2024 Q1	$276K	Buy	752 +334	+80%	+$107K	0.17%	75
2023 Q4	$124K	Hold	418	–	–	0.1%	73
2023 Q3	$114K	Hold	418	–	–	0.1%	78
2023 Q2	$103K	Hold	418	–	–	0.09%	83
2023 Q1	$95.1K	Buy	418 +27	+7%	+$6.53K	0.08%	84
2022 Q4	$93.7K	Buy	+391	New	+$85.1K	0.09%	82

Other funds holding CAT

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

General Partner Inc's CAT Position: Q3 2026 in Review

General Partner Inc held its Caterpillar (CAT) position steady in Q3 2026 at 752 shares worth $610K. The position accounts for 0.33% of the portfolio, ranked #55.

General Partner Inc first reported a position in CAT in Q4 2022 and has held it in 16 quarters since. The position peaked at $801K in Q2 2026. 963 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

General Partner Inc held 752 shares of Caterpillar worth $610K as of Q3 2026.
General Partner Inc left its Caterpillar share count unchanged in Q3 2026.
Caterpillar made up 0.33% of General Partner Inc's portfolio in Q3 2026, its #55 holding.
General Partner Inc first reported a position in Caterpillar in Q4 2022 and has held it in 16 quarters since.
General Partner Inc's Caterpillar position peaked at $801K in Q2 2026.
963 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on General Partner Inc's 13F filing for Q3 2026, filed 5 Oct 2026.