MKT Advisors’s Caterpillar CAT Stock Holding History

MKT Advisors’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	$510K	Sell	641 -37	-5%	-$31.4K	0.16%	72
2026 Q2	$637K	Buy	678 +6	+0.9%	+$5.27K	0.2%	61
2026 Q1	$487K	Buy	672 +4	+0.6%	+$2.77K	0.16%	78
2025 Q4	$411K	Buy	668 +1	+0.1%	+$556	0.14%	100
2025 Q3	$321K	Sell	667 -23	-3%	-$9.8K	0.12%	122
2025 Q2	$270K	Buy	+690	New	+$230K	0.11%	134
2025 Q1	–	Sell	-684	Closed	-$264K	–	142
2024 Q4	$264K	Buy	684 +1	+0.1%	+$388	0.12%	119
2024 Q3	$269K	Buy	683 +2	+0.3%	+$691	0.13%	123
2024 Q2	$222K	Buy	681 +1	+0.1%	+$347	0.11%	133
2024 Q1	$253K	Buy	+680	New	+$217K	0.14%	118

Other funds holding CAT

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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 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

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

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

MKT Advisors's CAT Position: Q3 2026 in Review

MKT Advisors reduced its Caterpillar (CAT) stake by 5.5% in Q3 2026, selling an estimated $31.4K and leaving 641 shares worth $510K. The position accounts for 0.16% of the portfolio, ranked #72.

MKT Advisors first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. The position peaked at $637K in Q2 2026. 1,004 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

MKT Advisors held 641 shares of Caterpillar worth $510K as of Q3 2026.
MKT Advisors sold 37 Caterpillar shares in Q3 2026, an estimated $31.4K.
Caterpillar made up 0.16% of MKT Advisors's portfolio in Q3 2026, its #72 holding.
MKT Advisors first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
MKT Advisors's Caterpillar position peaked at $637K in Q2 2026.
1,004 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on MKT Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.