Root Financial Partners’s Caterpillar CAT Stock Holding History

Root 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	$4.41M	Buy	5,435 +255	+5%	+$216K	0.15%	54
2026 Q2	$5.52M	Buy	5,180 +217	+4%	+$191K	0.21%	40
2026 Q1	$3.52M	Buy	4,963 +1,754	+55%	+$1.21M	0.16%	45
2025 Q4	$1.84M	Sell	3,209 -373	-10%	-$207K	0.09%	62
2025 Q3	$1.71M	Buy	3,582 +468	+15%	+$200K	0.11%	60
2025 Q2	$1.21M	Buy	3,114 +1,413	+83%	+$471K	0.12%	65
2025 Q1	$561K	Sell	1,701 -273	-14%	-$97.2K	0.06%	105
2024 Q4	$716K	Buy	1,974 +334	+20%	+$130K	0.09%	85
2024 Q3	$642K	Sell	1,640 -2,542	-61%	-$878K	0.1%	75
2024 Q2	$1.39M	Buy	+4,182	New	+$1.45M	0.33%	31

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

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

Root Financial Partners increased its Caterpillar (CAT) stake by 4.9% in Q3 2026, buying an estimated $216K and bringing the position to 5,435 shares worth $4.41M. The position accounts for 0.15% of the portfolio, ranked #54.

Root Financial Partners first reported a position in CAT in Q2 2024 and has held it in 10 quarters since. The position peaked at $5.52M in Q2 2026. 1,696 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Root Financial Partners held 5,435 shares of Caterpillar worth $4.41M as of Q3 2026.
Root Financial Partners bought 255 Caterpillar shares in Q3 2026, an estimated $216K.
Caterpillar made up 0.15% of Root Financial Partners's portfolio in Q3 2026, its #54 holding.
Root Financial Partners first reported a position in Caterpillar in Q2 2024 and has held it in 10 quarters since.
Root Financial Partners's Caterpillar position peaked at $5.52M in Q2 2026.
1,696 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.