Quantum Financial Partners
CAT icon

Quantum Financial Partners’s Caterpillar CAT Stock Holding History

Quantum 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 		$546K Buy
673
+104
+18% +$88.2K 0.28% 72
2026
Q2 		$606K Buy
+569
New +$500K 0.31% 67

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Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Pinnacle Associates
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Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

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

Quantum Financial Partners increased its Caterpillar (CAT) stake by 18% in Q3 2026, buying an estimated $88.2K and bringing the position to 673 shares worth $546K. The position accounts for 0.28% of the portfolio, ranked #72.

Quantum Financial Partners first reported a position in CAT in Q2 2026 and has held it in 2 quarters since. The position peaked at $606K in Q2 2026. 1,006 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Quantum Financial Partners held 673 shares of Caterpillar worth $546K as of Q3 2026.
  • Quantum Financial Partners bought 104 Caterpillar shares in Q3 2026, an estimated $88.2K.
  • Caterpillar made up 0.28% of Quantum Financial Partners's portfolio in Q3 2026, its #72 holding.
  • Quantum Financial Partners first reported a position in Caterpillar in Q2 2026 and has held it in 2 quarters since.
  • Quantum Financial Partners's Caterpillar position peaked at $606K in Q2 2026.
  • 1,006 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.