MCFP
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McCarley & Cook Financial Planners’s Caterpillar CAT Stock Holding History

McCarley & Cook Financial Planners’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 		$7.3K Hold
9
– – 0.01% 183
2026
Q2 		$9.6K Hold
9
– – 0.01% 162
2026
Q1 		$6.38K Sell
9
-8
-47% -$5.54K 0.01% 181
2025
Q4 		$9.7K Buy
+17
New +$9.45K 0.01% 156

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

McCarley & Cook Financial Planners's CAT Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Caterpillar (CAT) position steady in Q3 2026 at 9 shares worth $7.3K. The position accounts for 0.01% of the portfolio, ranked #183.

McCarley & Cook Financial Planners first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $9.7K in Q4 2025. 1,272 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • McCarley & Cook Financial Planners held 9 shares of Caterpillar worth $7.3K as of Q3 2026.
  • McCarley & Cook Financial Planners left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #183 holding.
  • McCarley & Cook Financial Planners first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's Caterpillar position peaked at $9.7K in Q4 2025.
  • 1,272 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.