Polaris Financial Partners’s Caterpillar CAT Stock Holding History

Polaris Financial 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	$7.75M	Buy	+9,482	New	+$8.04M	3.47%	6

Other funds holding CAT

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Polaris Financial Partners's CAT Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Caterpillar (CAT) in Q3 2026: 9,482 shares worth $7.75M. The stake represents 3.47% of the portfolio and ranks #6 among its holdings.

22 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Polaris Financial Partners held 9,482 shares of Caterpillar worth $7.75M as of Q3 2026.
Caterpillar was a new Polaris Financial Partners position in Q3 2026.
Caterpillar made up 3.47% of Polaris Financial Partners's portfolio in Q3 2026, its #6 holding.
22 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.