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Overbrook Management Corp’s Caterpillar CAT Stock Holding History

Overbrook Management Corp’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 		$19.2M Buy
23,655
+468
+2% +$397K 2.98% 14
2026
Q2 		$24.7M Sell
23,187
-2,195
-9% -$1.93M 3.72% 11
2026
Q1 		$18M Buy
+25,382
New +$17.6M 3.4% 11

Other funds holding CAT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Overbrook Management Corp's CAT Position: Q3 2026 in Review

Overbrook Management Corp increased its Caterpillar (CAT) stake by 2% in Q3 2026, buying an estimated $397K and bringing the position to 23,655 shares worth $19.2M. The position accounts for 2.98% of the portfolio, ranked #14.

Overbrook Management Corp first reported a position in CAT in Q1 2026 and has held it in 3 quarters since. The position peaked at $24.7M in Q2 2026. 470 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Overbrook Management Corp held 23,655 shares of Caterpillar worth $19.2M as of Q3 2026.
  • Overbrook Management Corp bought 468 Caterpillar shares in Q3 2026, an estimated $397K.
  • Caterpillar made up 2.98% of Overbrook Management Corp's portfolio in Q3 2026, its #14 holding.
  • Overbrook Management Corp first reported a position in Caterpillar in Q1 2026 and has held it in 3 quarters since.
  • Overbrook Management Corp's Caterpillar position peaked at $24.7M in Q2 2026.
  • 470 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Overbrook Management Corp's 13F filing for Q3 2026, filed 8 Oct 2026.