Guerra Pan Advisors’s Caterpillar CAT Stock Holding History

Guerra Pan 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	$2.98M	Buy	4,099 +9	+0.2%	+$7.63K	1.69%	16
2026 Q2	$4.36M	Sell	4,090 -443	-10%	-$389K	2.43%	13
2026 Q1	$3.21M	Sell	4,533 -16	-0.4%	-$11.1K	1.99%	15
2025 Q4	$2.61M	Hold	4,549	–	–	1.55%	19
2025 Q3	$2.17M	Hold	4,549	–	–	1.31%	23
2025 Q2	$1.77M	Buy	4,549 +36	+0.8%	+$12K	1.16%	26
2025 Q1	$1.49M	Buy	4,513 +66	+1%	+$23.5K	1.17%	25
2024 Q4	$1.61M	Buy	4,447 +156	+4%	+$60.5K	1.17%	28
2024 Q3	$1.68M	Buy	4,291 +24	+0.6%	+$8.29K	1.34%	24
2024 Q2	$1.42M	Buy	4,267 +1,103	+35%	+$382K	1.19%	27
2024 Q1	$1.16M	Buy	3,164 +513	+19%	+$164K	1.07%	31
2023 Q4	$784K	Buy	+2,651	New	+$688K	0.75%	41

Other funds holding CAT

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 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

Invesco Atlanta, Georgia $1.27T AUM 50.62% 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

Guerra Pan Advisors's CAT Position: Q3 2026 in Review

Guerra Pan Advisors increased its Caterpillar (CAT) stake by 0.22% in Q3 2026, buying an estimated $7.63K and bringing the position to 4,099 shares worth $2.98M. The position accounts for 1.69% of the portfolio, ranked #16.

Guerra Pan Advisors first reported a position in CAT in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.36M in Q2 2026. 3,098 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Guerra Pan Advisors held 4,099 shares of Caterpillar worth $2.98M as of Q3 2026.
Guerra Pan Advisors bought 9 Caterpillar shares in Q3 2026, an estimated $7.63K.
Caterpillar made up 1.69% of Guerra Pan Advisors's portfolio in Q3 2026, its #16 holding.
Guerra Pan Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 12 quarters since.
Guerra Pan Advisors's Caterpillar position peaked at $4.36M in Q2 2026.
3,098 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Guerra Pan Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.