Halter Ferguson Financial
CAT icon

Halter Ferguson Financial’s Caterpillar CAT Stock Holding History

Halter Ferguson Financial’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 		$430K Sell
530
-12
-2% -$10.2K 0.07% 26
2026
Q2 		$577K Sell
542
-37
-6% -$32.5K 0.09% 29
2026
Q1 		$410K Hold
579
– – 0.09% 35
2025
Q4 		$332K Buy
579
+78
+16% +$43.4K 0.07% 34
2025
Q3 		$239K Sell
501
-80
-14% -$34.2K 0.05% 32
2025
Q2 		$226K Buy
+581
New +$194K 0.08% 30
2024
Q4 		– Sell
-537
Closed -$210K – 35
2024
Q3 		$210K Buy
+537
New +$185K 0.11% 32

Other funds holding CAT

Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Halter Ferguson Financial's CAT Position: Q3 2026 in Review

Halter Ferguson Financial reduced its Caterpillar (CAT) stake by 2.2% in Q3 2026, selling an estimated $10.2K and leaving 530 shares worth $430K. The position accounts for 0.07% of the portfolio, ranked #26.

Halter Ferguson Financial first reported a position in CAT in Q3 2024 and has held it in 7 quarters since. The position peaked at $577K in Q2 2026. 1,071 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Halter Ferguson Financial held 530 shares of Caterpillar worth $430K as of Q3 2026.
  • Halter Ferguson Financial sold 12 Caterpillar shares in Q3 2026, an estimated $10.2K.
  • Caterpillar made up 0.07% of Halter Ferguson Financial's portfolio in Q3 2026, its #26 holding.
  • Halter Ferguson Financial first reported a position in Caterpillar in Q3 2024 and has held it in 7 quarters since.
  • Halter Ferguson Financial's Caterpillar position peaked at $577K in Q2 2026.
  • 1,071 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Halter Ferguson Financial's 13F filing for Q3 2026, filed 21 Oct 2026.