FAI Advisors, Inc.’s Caterpillar CAT Stock Holding History

FAI Advisors, Inc.’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	$789K	Buy	973 +73	+8%	+$61.9K	0.31%	60
2026 Q2	$958K	Buy	900 +25	+3%	+$22K	0.38%	53
2026 Q1	$620K	Sell	875 -181	-17%	-$125K	0.28%	72
2025 Q4	$605K	Buy	1,056 +79	+8%	+$43.9K	0.27%	70
2025 Q3	$466K	Buy	977 +18	+2%	+$7.68K	0.21%	88
2025 Q2	$372K	Sell	959 -5	-0.5%	-$1.67K	0.18%	95
2025 Q1	$318K	Sell	964 -36	-4%	-$12.8K	0.17%	97
2024 Q4	$363K	Buy	+1,000	New	+$388K	0.16%	96

Other funds holding CAT

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FAI Advisors, Inc.'s CAT Position: Q3 2026 in Review

FAI Advisors, Inc. increased its Caterpillar (CAT) stake by 8.1% in Q3 2026, buying an estimated $61.9K and bringing the position to 973 shares worth $789K. The position accounts for 0.31% of the portfolio, ranked #60.

FAI Advisors, Inc. first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $958K in Q2 2026. 1,472 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

FAI Advisors, Inc. held 973 shares of Caterpillar worth $789K as of Q3 2026.
FAI Advisors, Inc. bought 73 Caterpillar shares in Q3 2026, an estimated $61.9K.
Caterpillar made up 0.31% of FAI Advisors, Inc.'s portfolio in Q3 2026, its #60 holding.
FAI Advisors, Inc. first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
FAI Advisors, Inc.'s Caterpillar position peaked at $958K in Q2 2026.
1,472 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on FAI Advisors, Inc.'s 13F filing for Q3 2026, filed 27 Oct 2026.