Nikulski Financial’s Caterpillar CAT Stock Holding History

Nikulski Financial’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	$1.88M	Buy	2,318 +700	+43%	+$594K	0.4%	69
2026 Q2	$1.72M	Hold	1,618	–	–	0.37%	74
2026 Q1	$1.15M	Hold	1,618	–	–	0.28%	85
2025 Q4	$927K	Buy	+1,618	New	+$899K	0.22%	91
2018 Q1	–	Sell	-1,348	Closed	-$212K	–	79
2017 Q4	$212K	Buy	+1,348	New	+$187K	0.23%	70

Other funds holding CAT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Nikulski Financial's CAT Position: Q3 2026 in Review

Nikulski Financial increased its Caterpillar (CAT) stake by 43% in Q3 2026, buying an estimated $594K and bringing the position to 2,318 shares worth $1.88M. The position accounts for 0.4% of the portfolio, ranked #69.

Nikulski Financial first reported a position in CAT in Q4 2017 and has held it in 5 quarters since. 2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Nikulski Financial held 2,318 shares of Caterpillar worth $1.88M as of Q3 2026.
Nikulski Financial bought 700 Caterpillar shares in Q3 2026, an estimated $594K.
Caterpillar made up 0.4% of Nikulski Financial's portfolio in Q3 2026, its #69 holding.
Nikulski Financial first reported a position in Caterpillar in Q4 2017 and has held it in 5 quarters since.
2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Nikulski Financial's 13F filing for Q3 2026, filed 6 Nov 2026.