Mann Financial Group’s Caterpillar CAT Stock Holding History

Mann 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	$513K	Buy	+633	New	+$537K	0.41%	24

Other funds holding CAT

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

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

Mann Financial Group opened a new position in Caterpillar (CAT) in Q3 2026: 633 shares worth $513K. The stake represents 0.41% of the portfolio and ranks #24 among its holdings.

775 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Mann Financial Group held 633 shares of Caterpillar worth $513K as of Q3 2026.
Caterpillar was a new Mann Financial Group position in Q3 2026.
Caterpillar made up 0.41% of Mann Financial Group's portfolio in Q3 2026, its #24 holding.
775 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Mann Financial Group's 13F filing for Q3 2026, filed 15 Oct 2026.