Holcombe Financial
CAT icon

Holcombe Financial’s Caterpillar CAT Stock Holding History

Holcombe 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 		$342K Hold
422
– – 0.19% 43
2026
Q2 		$449K Buy
+422
New +$371K 0.25% 38

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Fifth Third Bancorp
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Bank Julius Baer & Co
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Principal Financial Group
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DekaBank Deutsche Girozentrale
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Holcombe Financial's CAT Position: Q3 2026 in Review

Holcombe Financial held its Caterpillar (CAT) position steady in Q3 2026 at 422 shares worth $342K. The position accounts for 0.19% of the portfolio, ranked #43.

Holcombe Financial first reported a position in CAT in Q2 2026 and has held it in 2 quarters since. The position peaked at $449K in Q2 2026. 2,275 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Holcombe Financial held 422 shares of Caterpillar worth $342K as of Q3 2026.
  • Holcombe Financial left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.19% of Holcombe Financial's portfolio in Q3 2026, its #43 holding.
  • Holcombe Financial first reported a position in Caterpillar in Q2 2026 and has held it in 2 quarters since.
  • Holcombe Financial's Caterpillar position peaked at $449K in Q2 2026.
  • 2,275 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Holcombe Financial's 13F filing for Q3 2026, filed 16 Oct 2026.