Madden Advisory Services’s Caterpillar CAT Stock Holding History

Madden 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	$269K	Buy	+331	New	+$281K	0.1%	101
2014 Q4	–	Sell	-205	Closed	-$20K	–	300
2014 Q3	$20K	Hold	205	–	–	0.01%	227
2014 Q2	$22K	Buy	+205	New	+$21.5K	0.01%	222
2014 Q1	–	Sell	-50	Closed	-$5K	–	371
2013 Q4	$5K	Sell	50 -5,719	-99%	-$488K	﹤0.01%	259
2013 Q3	$481K	Sell	5,769 -3,766	-39%	-$319K	0.42%	48
2013 Q2	$787K	Buy	+9,535	New	+$811K	0.65%	39

Other funds holding CAT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

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

Morgan Stanley New York $1.96T AUM 27.49% 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

Madden Advisory Services's CAT Position: Q3 2026 in Review

Madden Advisory Services opened a new position in Caterpillar (CAT) in Q3 2026: 331 shares worth $269K. The stake represents 0.1% of the portfolio and ranks #101 among its holdings. This is a return to the name: Madden Advisory Services previously reported a position in CAT as recently as Q3 2014.

Madden Advisory Services first reported a position in CAT in Q2 2013 and has held it in 6 quarters since. The position peaked at $787K in Q2 2013. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Madden Advisory Services held 331 shares of Caterpillar worth $269K as of Q3 2026.
Caterpillar was a new Madden Advisory Services position in Q3 2026.
Caterpillar made up 0.1% of Madden Advisory Services's portfolio in Q3 2026, its #101 holding.
Madden Advisory Services first reported a position in Caterpillar in Q2 2013 and has held it in 6 quarters since.
Madden Advisory Services's Caterpillar position peaked at $787K in Q2 2013.
3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Madden Advisory Services's 13F filing for Q3 2026, filed 10 Nov 2026.