Mirador Capital Partners’s Caterpillar CAT Stock Holding History

Mirador Capital Partners’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	$1.28M	Sell	1,582 -67	-4%	-$56.8K	0.15%	101
2026 Q2	$1.76M	Buy	1,649 +76	+5%	+$66.8K	0.21%	74
2026 Q1	$1.11M	Buy	1,573 +117	+8%	+$81K	0.16%	89
2025 Q4	$834K	Hold	1,456	–	–	0.11%	112
2025 Q3	$695K	Sell	1,456 -4	-0.3%	-$1.71K	0.1%	124
2025 Q2	$567K	Hold	1,460	–	–	0.09%	128
2025 Q1	$481K	Buy	1,460 +705	+93%	+$251K	0.08%	136
2024 Q4	$274K	Sell	755 -15	-2%	-$5.82K	0.05%	163
2024 Q3	$301K	Sell	770 -9	-1%	-$3.11K	0.05%	165
2024 Q2	$259K	Sell	779 -99	-11%	-$34.3K	0.05%	166
2024 Q1	$322K	Sell	878 -31	-3%	-$9.91K	0.06%	153
2023 Q4	$269K	Sell	909 -642	-41%	-$167K	0.06%	160
2023 Q3	$423K	Sell	1,551 -4	-0.3%	-$1.08K	0.1%	129
2023 Q2	$383K	Buy	+1,555	New	+$347K	0.09%	140
2021 Q4	–	Sell	-3,237	Closed	-$621K	–	218
2021 Q3	$621K	Buy	3,237 +140	+5%	+$29.2K	0.14%	121
2021 Q2	$674K	Buy	3,097 +2,151	+227%	+$497K	0.15%	113
2021 Q1	$219K	Buy	+946	New	+$196K	0.06%	171

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

Mirador Capital Partners's CAT Position: Q3 2026 in Review

Mirador Capital Partners reduced its Caterpillar (CAT) stake by 4.1% in Q3 2026, selling an estimated $56.8K and leaving 1,582 shares worth $1.28M. The position accounts for 0.15% of the portfolio, ranked #101.

Mirador Capital Partners first reported a position in CAT in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.76M in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Mirador Capital Partners held 1,582 shares of Caterpillar worth $1.28M as of Q3 2026.
Mirador Capital Partners sold 67 Caterpillar shares in Q3 2026, an estimated $56.8K.
Caterpillar made up 0.15% of Mirador Capital Partners's portfolio in Q3 2026, its #101 holding.
Mirador Capital Partners first reported a position in Caterpillar in Q1 2021 and has held it in 17 quarters since.
Mirador Capital Partners's Caterpillar position peaked at $1.76M in Q2 2026.
214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Mirador Capital Partners's 13F filing for Q3 2026, filed 9 Oct 2026.