MTC
CAT icon

Matrix Trust Company’s Caterpillar CAT Stock Holding History

Matrix Trust Company’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 		$30K Buy
37
+6
+19% +$5.09K ﹤0.01% 93
2026
Q2 		$33K Buy
31
+15
+94% +$13.2K ﹤0.01% 89
2026
Q1 		$11K Buy
+16
New +$11.1K ﹤0.01% 164

Other funds holding CAT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Matrix Trust Company's CAT Position: Q3 2026 in Review

Matrix Trust Company increased its Caterpillar (CAT) stake by 19% in Q3 2026, buying an estimated $5.09K and bringing the position to 37 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #93.

Matrix Trust Company first reported a position in CAT in Q1 2026 and has held it in 3 quarters since. The position peaked at $33K in Q2 2026. 2,734 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Matrix Trust Company held 37 shares of Caterpillar worth $30K as of Q3 2026.
  • Matrix Trust Company bought 6 Caterpillar shares in Q3 2026, an estimated $5.09K.
  • Caterpillar made up ﹤0.01% of Matrix Trust Company's portfolio in Q3 2026, its #93 holding.
  • Matrix Trust Company first reported a position in Caterpillar in Q1 2026 and has held it in 3 quarters since.
  • Matrix Trust Company's Caterpillar position peaked at $33K in Q2 2026.
  • 2,734 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Matrix Trust Company's 13F filing for Q3 2026, filed 7 Oct 2026.