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CAT icon

Paladin Partners’s Caterpillar CAT Stock Holding History

Paladin Partners’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 		$168K Hold
207
– – 0.1% 46
2026
Q2 		$220K Hold
207
– – 0.15% 39
2026
Q1 		$147K Hold
207
– – 0.11% 44
2025
Q4 		$119K Buy
+207
New +$115K 0.09% 49

Other funds holding CAT

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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Paladin Partners's CAT Position: Q3 2026 in Review

Paladin Partners held its Caterpillar (CAT) position steady in Q3 2026 at 207 shares worth $168K. The position accounts for 0.1% of the portfolio, ranked #46.

Paladin Partners first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $220K in Q2 2026. 51 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Paladin Partners held 207 shares of Caterpillar worth $168K as of Q3 2026.
  • Paladin Partners left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.1% of Paladin Partners's portfolio in Q3 2026, its #46 holding.
  • Paladin Partners first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
  • Paladin Partners's Caterpillar position peaked at $220K in Q2 2026.
  • 51 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Paladin Partners's 13F filing for Q3 2026, filed 6 Oct 2026.