My Personal CFO LLC
CAT icon

My Personal CFO LLC’s Caterpillar CAT Stock Holding History

My Personal CFO LLC’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 		$347K Buy
428
+26
+6% +$22.1K 0.12% 78
2026
Q2 		$428K Hold
402
– – 0.17% 67
2026
Q1 		$285K Sell
402
-10
-2% -$6.93K 0.12% 76
2025
Q4 		$236K Buy
+412
New +$229K 0.1% 87
2023
Q1 		– Sell
-465
Closed -$111K – 180
2022
Q4 		$111K Buy
+465
New +$101K 0.1% 86

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

My Personal CFO LLC's CAT Position: Q3 2026 in Review

My Personal CFO LLC increased its Caterpillar (CAT) stake by 6.5% in Q3 2026, buying an estimated $22.1K and bringing the position to 428 shares worth $347K. The position accounts for 0.12% of the portfolio, ranked #78.

My Personal CFO LLC first reported a position in CAT in Q4 2022 and has held it in 5 quarters since. The position peaked at $428K in Q2 2026. 2,734 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • My Personal CFO LLC held 428 shares of Caterpillar worth $347K as of Q3 2026.
  • My Personal CFO LLC bought 26 Caterpillar shares in Q3 2026, an estimated $22.1K.
  • Caterpillar made up 0.12% of My Personal CFO LLC's portfolio in Q3 2026, its #78 holding.
  • My Personal CFO LLC first reported a position in Caterpillar in Q4 2022 and has held it in 5 quarters since.
  • My Personal CFO LLC's Caterpillar position peaked at $428K in Q2 2026.
  • 2,734 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on My Personal CFO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.