Goldstein Advisors
CAT icon

Goldstein Advisors’s Caterpillar CAT Stock Holding History

Goldstein Advisors’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 		$706K Sell
871
-130
-13% -$110K 0.06% 101
2026
Q2 		$1.07M Buy
1,001
+688
+220% +$604K 0.1% 80
2026
Q1 		$222K Sell
313
-112
-26% -$77.6K 0.02% 200
2025
Q4 		$243K Sell
425
-43
-9% -$23.9K 0.03% 182
2025
Q3 		$223K Buy
+468
New +$200K 0.03% 187

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

Goldstein Advisors's CAT Position: Q3 2026 in Review

Goldstein Advisors reduced its Caterpillar (CAT) stake by 13% in Q3 2026, selling an estimated $110K and leaving 871 shares worth $706K. The position accounts for 0.06% of the portfolio, ranked #101.

Goldstein Advisors first reported a position in CAT in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.07M in Q2 2026. 2,472 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Goldstein Advisors held 871 shares of Caterpillar worth $706K as of Q3 2026.
  • Goldstein Advisors sold 130 Caterpillar shares in Q3 2026, an estimated $110K.
  • Caterpillar made up 0.06% of Goldstein Advisors's portfolio in Q3 2026, its #101 holding.
  • Goldstein Advisors first reported a position in Caterpillar in Q3 2025 and has held it in 5 quarters since.
  • Goldstein Advisors's Caterpillar position peaked at $1.07M in Q2 2026.
  • 2,472 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Goldstein Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.