GoalVest Advisory’s Caterpillar CAT Stock Holding History

GoalVest Advisory’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	$174K	Sell	214 -11	-5%	-$9.33K	0.03%	129
2026 Q2	$240K	Buy	225 +13	+6%	+$11.4K	0.04%	115
2026 Q1	$150K	Hold	212	–	–	0.03%	158
2025 Q4	$121K	Buy	212 +79	+59%	+$43.9K	0.02%	171
2025 Q3	$63.5K	Hold	133	–	–	0.01%	201
2025 Q2	$51.6K	Sell	133 -117	-47%	-$39K	0.01%	204
2025 Q1	$82.4K	Hold	250	–	–	0.02%	154
2024 Q4	$90.7K	Hold	250	–	–	0.02%	152
2024 Q3	$97.8K	Hold	250	–	–	0.03%	144
2024 Q2	$83.3K	Sell	250 -46	-16%	-$16K	0.03%	144
2024 Q1	$108K	Buy	296 +46	+18%	+$14.7K	0.04%	140
2023 Q4	$73.9K	Sell	250 -13	-5%	-$3.37K	0.03%	110
2023 Q3	$71.8K	Buy	263 +12	+5%	+$3.26K	0.04%	125
2023 Q2	$61.8K	Hold	251	–	–	0.03%	127
2023 Q1	$57.4K	Sell	251 -844	-77%	-$204K	0.03%	109
2022 Q4	$262K	Hold	1,095	–	–	0.17%	64
2022 Q3	$180K	Sell	1,095 -4,204	-79%	-$768K	0.13%	77
2022 Q2	$921K	Sell	5,299 -105	-2%	-$22.1K	0.58%	50
2022 Q1	$1.2M	Buy	+5,404	New	+$1.13M	0.68%	41
2021 Q2	$761K	Buy	3,497 +2,062	+144%	+$476K	0.47%	57
2021 Q1	$333K	Buy	+1,435	New	+$297K	0.25%	96

Other funds holding CAT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

GoalVest Advisory's CAT Position: Q3 2026 in Review

GoalVest Advisory reduced its Caterpillar (CAT) stake by 4.9% in Q3 2026, selling an estimated $9.33K and leaving 214 shares worth $174K. The position accounts for 0.03% of the portfolio, ranked #129.

GoalVest Advisory first reported a position in CAT in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.2M in Q1 2022. 2,818 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

GoalVest Advisory held 214 shares of Caterpillar worth $174K as of Q3 2026.
GoalVest Advisory sold 11 Caterpillar shares in Q3 2026, an estimated $9.33K.
Caterpillar made up 0.03% of GoalVest Advisory's portfolio in Q3 2026, its #129 holding.
GoalVest Advisory first reported a position in Caterpillar in Q1 2021 and has held it in 21 quarters since.
GoalVest Advisory's Caterpillar position peaked at $1.2M in Q1 2022.
2,818 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.