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Rhodes Investment Advisors’s Caterpillar CAT Stock Holding History

Rhodes Investment 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 		$447K Sell
551
-5
-0.9% -$4.24K 0.32% 76
2026
Q2 		$592K Buy
+556
New +$488K 0.44% 62
2026
Q1 		– Sell
-669
Closed -$383K – 117
2025
Q4 		$383K Buy
+669
New +$372K 0.31% 75

Other funds holding CAT

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Rhodes Investment Advisors's CAT Position: Q3 2026 in Review

Rhodes Investment Advisors reduced its Caterpillar (CAT) stake by 0.9% in Q3 2026, selling an estimated $4.24K and leaving 551 shares worth $447K. The position accounts for 0.32% of the portfolio, ranked #76.

Rhodes Investment Advisors first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $592K in Q2 2026. 137 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Rhodes Investment Advisors held 551 shares of Caterpillar worth $447K as of Q3 2026.
  • Rhodes Investment Advisors sold 5 Caterpillar shares in Q3 2026, an estimated $4.24K.
  • Caterpillar made up 0.32% of Rhodes Investment Advisors's portfolio in Q3 2026, its #76 holding.
  • Rhodes Investment Advisors first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • Rhodes Investment Advisors's Caterpillar position peaked at $592K in Q2 2026.
  • 137 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.