Nautilus Advisors’s Caterpillar CAT Stock Holding History

Nautilus 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	$776K	Buy	957 +29	+3%	+$24.6K	0.47%	63
2026 Q2	$884K	Hold	928	–	–	0.52%	54
2026 Q1	$658K	Sell	928 -60	-6%	-$41.6K	0.45%	69
2025 Q4	$566K	Hold	988	–	–	0.37%	74
2025 Q3	$471K	Hold	988	–	–	0.32%	90
2025 Q2	$383K	Hold	988	–	–	0.28%	100
2025 Q1	$326K	Hold	988	–	–	0.27%	107
2024 Q4	$358K	Buy	+988	New	+$383K	0.29%	95

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

Nautilus Advisors's CAT Position: Q3 2026 in Review

Nautilus Advisors increased its Caterpillar (CAT) stake by 3.1% in Q3 2026, buying an estimated $24.6K and bringing the position to 957 shares worth $776K. The position accounts for 0.47% of the portfolio, ranked #63.

Nautilus Advisors first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $884K in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Nautilus Advisors held 957 shares of Caterpillar worth $776K as of Q3 2026.
Nautilus Advisors bought 29 Caterpillar shares in Q3 2026, an estimated $24.6K.
Caterpillar made up 0.47% of Nautilus Advisors's portfolio in Q3 2026, its #63 holding.
Nautilus Advisors first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
Nautilus Advisors's Caterpillar position peaked at $884K in Q2 2026.
214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Nautilus Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.