GGM Financials
CAT icon

GGM Financials’s Caterpillar CAT Stock Holding History

GGM Financials’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 		$319K Sell
394
-39
-9% -$33.1K 0.1% 74
2026
Q2 		$461K Hold
433
– – 0.18% 52
2026
Q1 		$306K Buy
433
+1
+0.2% +$693 0.14% 60
2025
Q4 		$247K Buy
432
+1
+0.2% +$556 0.12% 62
2025
Q3 		$206K Buy
+431
New +$184K 0.1% 64
2025
Q1 		– Sell
-580
Closed -$210K – 62
2024
Q4 		$210K Buy
+580
New +$225K 0.22% 53

Other funds holding CAT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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

GGM Financials's CAT Position: Q3 2026 in Review

GGM Financials reduced its Caterpillar (CAT) stake by 9% in Q3 2026, selling an estimated $33.1K and leaving 394 shares worth $319K. The position accounts for 0.1% of the portfolio, ranked #74.

GGM Financials first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $461K in Q2 2026. 3,098 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • GGM Financials held 394 shares of Caterpillar worth $319K as of Q3 2026.
  • GGM Financials sold 39 Caterpillar shares in Q3 2026, an estimated $33.1K.
  • Caterpillar made up 0.1% of GGM Financials's portfolio in Q3 2026, its #74 holding.
  • GGM Financials first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • GGM Financials's Caterpillar position peaked at $461K in Q2 2026.
  • 3,098 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on GGM Financials's 13F filing for Q3 2026, filed 5 Nov 2026.