Retireful LLC
CAT icon

Retireful LLC’s Caterpillar CAT Stock Holding History

Retireful LLC’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 		$431K Sell
532
-1,664
-76% -$1.41M 0.37% 59
2026
Q2 		$2.34M Buy
2,196
+157
+8% +$138K 2.18% 14
2026
Q1 		$1.44M Buy
2,039
+108
+6% +$74.8K 2.04% 14
2025
Q4 		$1.11M Buy
+1,931
New +$1.07M 1.4% 19

Other funds holding CAT

Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
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
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Retireful LLC's CAT Position: Q3 2026 in Review

Retireful LLC reduced its Caterpillar (CAT) stake by 76% in Q3 2026, selling an estimated $1.41M and leaving 532 shares worth $431K. The position accounts for 0.37% of the portfolio, ranked #59.

Retireful LLC first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.34M in Q2 2026. 1,071 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Retireful LLC held 532 shares of Caterpillar worth $431K as of Q3 2026.
  • Retireful LLC sold 1,664 Caterpillar shares in Q3 2026, an estimated $1.41M.
  • Caterpillar made up 0.37% of Retireful LLC's portfolio in Q3 2026, its #59 holding.
  • Retireful LLC first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
  • Retireful LLC's Caterpillar position peaked at $2.34M in Q2 2026.
  • 1,071 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Retireful LLC's 13F filing for Q3 2026, filed 9 Oct 2026.