Register Financial Advisors
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Register Financial Advisors’s Caterpillar CAT Stock Holding History

Register Financial Advisors’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 		$1.14M Buy
1,405
+17
+1% +$14.4K 0.36% 77
2026
Q2 		$1.48M Buy
1,388
+64
+5% +$56.2K 0.45% 68
2026
Q1 		$938K Hold
1,324
– – 0.35% 79
2025
Q4 		$758K Buy
1,324
+282
+27% +$157K 0.3% 92
2025
Q3 		$497K Buy
1,042
+4
+0.4% +$1.71K 0.2% 109
2025
Q2 		$403K Hold
1,038
– – 0.18% 121
2025
Q1 		$342K Sell
1,038
-41
-4% -$14.6K 0.18% 128
2024
Q4 		$391K Sell
1,079
-45
-4% -$17.5K 0.2% 115
2024
Q3 		$439K Buy
1,124
+1
+0.1% +$345 0.23% 107
2024
Q2 		$374K Hold
1,123
– – 0.19% 116
2024
Q1 		$411K Buy
1,123
+14
+1% +$4.48K 0.21% 108
2023
Q4 		$328K Buy
1,109
+1
+0.1% +$259 0.22% 111
2023
Q3 		$303K Sell
1,108
-133
-11% -$36.1K 0.22% 97
2023
Q2 		$305K Sell
1,241
-50
-4% -$11.1K 0.22% 102
2023
Q1 		$296K Sell
1,291
-450
-26% -$109K 0.23% 102
2022
Q4 		$417K Buy
+1,741
New +$379K 0.27% 96

Other funds holding CAT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Register Financial Advisors's CAT Position: Q3 2026 in Review

Register Financial Advisors increased its Caterpillar (CAT) stake by 1.2% in Q3 2026, buying an estimated $14.4K and bringing the position to 1,405 shares worth $1.14M. The position accounts for 0.36% of the portfolio, ranked #77.

Register Financial Advisors first reported a position in CAT in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.48M in Q2 2026. 3,098 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Register Financial Advisors held 1,405 shares of Caterpillar worth $1.14M as of Q3 2026.
  • Register Financial Advisors bought 17 Caterpillar shares in Q3 2026, an estimated $14.4K.
  • Caterpillar made up 0.36% of Register Financial Advisors's portfolio in Q3 2026, its #77 holding.
  • Register Financial Advisors first reported a position in Caterpillar in Q4 2022 and has held it in 16 quarters since.
  • Register Financial Advisors's Caterpillar position peaked at $1.48M in Q2 2026.
  • 3,098 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Register Financial Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.