Linden Thomas Advisory Services’s Caterpillar CAT Stock Holding History

Linden Thomas Advisory Services’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	$1.48M	Buy	1,826 +686	+60%	+$582K	0.12%	287
2026 Q2	$1.21M	Buy	1,140 +11	+1%	+$9.7K	0.1%	318
2026 Q1	$800K	Buy	1,129 +418	+59%	+$290K	0.08%	343
2025 Q4	$407K	Buy	711 +20	+3%	+$11.1K	0.04%	399
2025 Q3	$330K	Sell	691 -6	-0.9%	-$2.56K	0.03%	409
2025 Q2	$271K	Sell	697 -6,792	-91%	-$2.26M	0.03%	418
2025 Q1	$2.47M	Buy	7,489 +501	+7%	+$178K	0.32%	90
2024 Q4	$2.53M	Buy	6,988 +883	+14%	+$342K	0.32%	83
2024 Q3	$2.39M	Buy	6,105 +823	+16%	+$284K	0.33%	84
2024 Q2	$1.76M	Buy	5,282 +608	+13%	+$211K	0.27%	128
2024 Q1	$1.71M	Buy	+4,674	New	+$1.49M	0.28%	128

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

Linden Thomas Advisory Services's CAT Position: Q3 2026 in Review

Linden Thomas Advisory Services increased its Caterpillar (CAT) stake by 60% in Q3 2026, buying an estimated $582K and bringing the position to 1,826 shares worth $1.48M. The position accounts for 0.12% of the portfolio, ranked #287.

Linden Thomas Advisory Services first reported a position in CAT in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.53M in Q4 2024. 3,098 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Linden Thomas Advisory Services held 1,826 shares of Caterpillar worth $1.48M as of Q3 2026.
Linden Thomas Advisory Services bought 686 Caterpillar shares in Q3 2026, an estimated $582K.
Caterpillar made up 0.12% of Linden Thomas Advisory Services's portfolio in Q3 2026, its #287 holding.
Linden Thomas Advisory Services first reported a position in Caterpillar in Q1 2024 and has held it in 11 quarters since.
Linden Thomas Advisory Services's Caterpillar position peaked at $2.53M in Q4 2024.
3,098 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.