Retirement Guys Formula
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Retirement Guys Formula’s Caterpillar CAT Stock Holding History

Retirement Guys Formula’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 		$2.38M Buy
2,934
+270
+10% +$229K 0.88% 38
2026
Q2 		$2.84M Buy
2,664
+142
+6% +$125K 1.07% 28
2026
Q1 		$1.79M Buy
+2,522
New +$1.75M 0.82% 48
2025
Q4 		– Sell
-1,740
Closed -$830K – 157
2025
Q3 		$830K Sell
1,740
-3,220
-65% -$1.37M 0.29% 103
2025
Q2 		$1.93M Buy
4,960
+291
+6% +$97K 0.73% 39
2025
Q1 		$1.54M Buy
4,669
+561
+14% +$200K 0.77% 45
2024
Q4 		$1.49M Buy
4,108
+50
+1% +$19.4K 0.75% 44
2024
Q3 		$1.59M Buy
4,058
+128
+3% +$44.2K 0.74% 42
2024
Q2 		$1.31M Buy
3,930
+332
+9% +$115K 0.63% 54
2024
Q1 		$1.32M Sell
3,598
-227
-6% -$72.6K 0.64% 45
2023
Q4 		$1.13M Buy
3,825
+521
+16% +$135K 0.61% 40
2023
Q3 		$902K Buy
+3,304
New +$896K 0.63% 41

Other funds holding CAT

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 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

Retirement Guys Formula's CAT Position: Q3 2026 in Review

Retirement Guys Formula increased its Caterpillar (CAT) stake by 10% in Q3 2026, buying an estimated $229K and bringing the position to 2,934 shares worth $2.38M. The position accounts for 0.88% of the portfolio, ranked #38.

Retirement Guys Formula first reported a position in CAT in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.84M in Q2 2026. 1,589 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Retirement Guys Formula held 2,934 shares of Caterpillar worth $2.38M as of Q3 2026.
  • Retirement Guys Formula bought 270 Caterpillar shares in Q3 2026, an estimated $229K.
  • Caterpillar made up 0.88% of Retirement Guys Formula's portfolio in Q3 2026, its #38 holding.
  • Retirement Guys Formula first reported a position in Caterpillar in Q3 2023 and has held it in 12 quarters since.
  • Retirement Guys Formula's Caterpillar position peaked at $2.84M in Q2 2026.
  • 1,589 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Retirement Guys Formula's 13F filing for Q3 2026, filed 26 Oct 2026.