Global Financial Private Client
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Global Financial Private Client’s Caterpillar CAT Stock Holding History

Global Financial Private Client’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 		$2.4M Buy
2,961
+2
+0.1% +$1.7K 0.66% 34
2026
Q2 		$3.15M Buy
2,959
+64
+2% +$56.2K 0.85% 28
2026
Q1 		$2.05M Buy
2,895
+323
+13% +$224K 0.67% 36
2025
Q4 		$1.47M Buy
2,572
+10
+0.4% +$5.56K 0.52% 56
2025
Q3 		$1.22M Buy
2,562
+1,809
+240% +$772K 0.44% 70
2025
Q2 		$292K Buy
753
+13
+2% +$4.33K 0.11% 184
2025
Q1 		$244K Buy
740
+14
+2% +$4.99K 0.09% 183
2024
Q4 		$263K Buy
726
+10
+1% +$3.88K 0.1% 181
2024
Q3 		$280K Buy
716
+15
+2% +$5.18K 0.11% 173
2024
Q2 		$234K Hold
701
– – 0.1% 176
2024
Q1 		$255K Hold
701
– – 0.11% 164
2023
Q4 		$207K Hold
701
– – 0.1% 173
2023
Q3 		$190K Hold
701
– – 0.1% 169
2023
Q2 		$173K Hold
701
– – 0.09% 178
2023
Q1 		$161K Buy
701
+20
+3% +$4.84K 0.08% 171
2022
Q4 		$163K Hold
681
– – 0.09% 156
2022
Q3 		$117K Hold
681
– – 0.07% 185
2022
Q2 		$121K Buy
681
+220
+48% +$46.4K 0.07% 172
2022
Q1 		$101K Hold
461
– – 0.05% 191
2021
Q4 		$95.3K Buy
461
+320
+227% +$64.4K 0.05% 212
2021
Q3 		$27.4K Hold
141
– – 0.01% 288
2021
Q2 		$30.6K Hold
141
– – 0.02% 284
2021
Q1 		$32.8K Hold
141
– – 0.02% 247
2020
Q4 		$25.7K Sell
141
-190
-57% -$32.2K 0.02% 247
2020
Q3 		$48.6K Sell
331
-69
-17% -$9.7K 0.04% 194
2020
Q2 		$50.4K Sell
400
-355
-47% -$42.1K 0.04% 205
2020
Q1 		$84.1K Hold
755
– – 0.09% 160
2019
Q4 		$111K Buy
+755
New +$105K 0.09% 151

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
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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Global Financial Private Client's CAT Position: Q3 2026 in Review

Global Financial Private Client increased its Caterpillar (CAT) stake by 0.07% in Q3 2026, buying an estimated $1.7K and bringing the position to 2,961 shares worth $2.4M. The position accounts for 0.66% of the portfolio, ranked #34.

Global Financial Private Client first reported a position in CAT in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.15M in Q2 2026. 2,554 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Global Financial Private Client held 2,961 shares of Caterpillar worth $2.4M as of Q3 2026.
  • Global Financial Private Client bought 2 Caterpillar shares in Q3 2026, an estimated $1.7K.
  • Caterpillar made up 0.66% of Global Financial Private Client's portfolio in Q3 2026, its #34 holding.
  • Global Financial Private Client first reported a position in Caterpillar in Q4 2019 and has held it in 28 quarters since.
  • Global Financial Private Client's Caterpillar position peaked at $3.15M in Q2 2026.
  • 2,554 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.