McBroom & Associates’s Caterpillar CAT Stock Holding History

McBroom & Associates’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	$1.26M	Hold	1,550	–	–	0.76%	26
2026 Q2	$1.65M	Sell	1,550 -256	-14%	-$225K	0.83%	26
2026 Q1	$1.28M	Hold	1,806	–	–	0.71%	27
2025 Q4	$1.03M	Hold	1,806	–	–	0.5%	29
2025 Q3	$862K	Hold	1,806	–	–	0.41%	29
2025 Q2	$596K	Hold	1,806	–	–	0.34%	33
2025 Q1	$596K	Hold	1,806	–	–	0.34%	33
2024 Q4	$655K	Hold	1,806	–	–	0.37%	30
2024 Q3	$706K	Hold	1,806	–	–	0.43%	26
2024 Q2	$602K	Hold	1,806	–	–	0.38%	28
2024 Q1	$662K	Sell	1,806 -294	-14%	-$94K	0.44%	28
2023 Q4	$621K	Sell	2,100 -4	-0.2%	-$1.04K	0.45%	28
2023 Q3	$574K	Buy	2,104 +4	+0.2%	+$1.08K	0.46%	32
2023 Q2	$517K	Hold	2,100	–	–	0.41%	31
2023 Q1	$481K	Hold	2,100	–	–	0.43%	30
2022 Q4	$503K	Sell	2,100 -41	-2%	-$8.93K	0.55%	29
2022 Q3	$351K	Buy	+2,141	New	+$391K	0.4%	29

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

McBroom & Associates's CAT Position: Q3 2026 in Review

McBroom & Associates held its Caterpillar (CAT) position steady in Q3 2026 at 1,550 shares worth $1.26M. The position accounts for 0.76% of the portfolio, ranked #26.

McBroom & Associates first reported a position in CAT in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.65M in Q2 2026. 1,890 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

McBroom & Associates held 1,550 shares of Caterpillar worth $1.26M as of Q3 2026.
McBroom & Associates left its Caterpillar share count unchanged in Q3 2026.
Caterpillar made up 0.76% of McBroom & Associates's portfolio in Q3 2026, its #26 holding.
McBroom & Associates first reported a position in Caterpillar in Q3 2022 and has held it in 17 quarters since.
McBroom & Associates's Caterpillar position peaked at $1.65M in Q2 2026.
1,890 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on McBroom & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.