Leverty Financial Group
CAT icon

Leverty Financial Group’s Caterpillar CAT Stock Holding History

Leverty Financial Group’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 		$543K Hold
670
– – 0.1% 27
2026
Q2 		$713K Hold
670
– – 0.14% 22
2026
Q1 		$474K Hold
670
– – 0.1% 25
2025
Q4 		$384K Buy
670
+40
+6% +$22.2K 0.09% 27
2025
Q3 		$300K Buy
+630
New +$269K 0.08% 32
2022
Q1 		– Sell
-32
Closed -$6K – 39
2021
Q4 		$6K Buy
+32
New +$6.44K ﹤0.01% 106

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 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
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 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

Leverty Financial Group's CAT Position: Q3 2026 in Review

Leverty Financial Group held its Caterpillar (CAT) position steady in Q3 2026 at 670 shares worth $543K. The position accounts for 0.1% of the portfolio, ranked #27.

Leverty Financial Group first reported a position in CAT in Q4 2021 and has held it in 6 quarters since. The position peaked at $713K in Q2 2026. 1,174 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Leverty Financial Group held 670 shares of Caterpillar worth $543K as of Q3 2026.
  • Leverty Financial Group left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.1% of Leverty Financial Group's portfolio in Q3 2026, its #27 holding.
  • Leverty Financial Group first reported a position in Caterpillar in Q4 2021 and has held it in 6 quarters since.
  • Leverty Financial Group's Caterpillar position peaked at $713K in Q2 2026.
  • 1,174 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Leverty Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.