Marquette Asset Management’s Caterpillar CAT Stock Holding History

Marquette Asset Management’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	$54.3K	Sell	67 -5	-7%	-$4.24K	0.01%	111
2026 Q2	$76.7K	Hold	72	–	–	0.01%	150
2026 Q1	$51K	Buy	72 +14	+24%	+$9.7K	0.01%	108
2025 Q4	$33.2K	Hold	58	–	–	﹤0.01%	125
2025 Q3	$27.7K	Buy	58 +53	+1,060%	+$22.6K	﹤0.01%	127
2025 Q2	$1.94K	Hold	5	–	–	﹤0.01%	129
2025 Q1	$1.65K	Buy	+5	New	+$1.78K	﹤0.01%	133
2024 Q4	–	Sell	-10	Closed	-$3.91K	–	194
2024 Q3	$3.91K	Buy	+10	New	+$3.45K	﹤0.01%	217
2023 Q4	–	Sell	-121	Closed	-$33K	–	214
2023 Q3	$33K	Sell	121 -179	-60%	-$48.6K	0.01%	149
2023 Q2	$73.8K	Hold	300	–	–	0.02%	137
2023 Q1	$68.7K	Hold	300	–	–	0.02%	132
2022 Q4	$71.9K	Hold	300	–	–	0.02%	134
2022 Q3	$49K	Hold	300	–	–	0.02%	140
2022 Q2	$54K	Sell	300 -3	-1%	-$632	0.02%	160
2022 Q1	$68K	Buy	303 +3	+1%	+$629	0.02%	170
2021 Q4	$62K	Hold	300	–	–	0.01%	174
2021 Q3	$58K	Buy	+300	New	+$62.5K	0.01%	170
2019 Q2	–	Sell	-53	Closed	-$7K	–	258
2019 Q1	$7K	Buy	+53	New	+$7.04K	﹤0.01%	265

Other funds holding CAT

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

OMC

Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Marquette Asset Management's CAT Position: Q3 2026 in Review

Marquette Asset Management reduced its Caterpillar (CAT) stake by 6.9% in Q3 2026, selling an estimated $4.24K and leaving 67 shares worth $54.3K. The position accounts for 0.01% of the portfolio, ranked #111.

Marquette Asset Management first reported a position in CAT in Q1 2019 and has held it in 18 quarters since. The position peaked at $76.7K in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Marquette Asset Management held 67 shares of Caterpillar worth $54.3K as of Q3 2026.
Marquette Asset Management sold 5 Caterpillar shares in Q3 2026, an estimated $4.24K.
Caterpillar made up 0.01% of Marquette Asset Management's portfolio in Q3 2026, its #111 holding.
Marquette Asset Management first reported a position in Caterpillar in Q1 2019 and has held it in 18 quarters since.
Marquette Asset Management's Caterpillar position peaked at $76.7K in Q2 2026.
214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.