Roxbury Financial’s Caterpillar CAT Stock Holding History

Roxbury Financial’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	$2.56M	Sell	3,162 -5	-0.2%	-$4.24K	1.97%	11
2026 Q2	$3.37M	Sell	3,167 -27	-0.8%	-$23.7K	2.67%	9
2026 Q1	$2.26M	Sell	3,194 -10	-0.3%	-$6.93K	2.03%	13
2025 Q4	$1.84M	Sell	3,204 -6	-0.2%	-$3.34K	1.65%	15
2025 Q3	$1.53M	Sell	3,210 -70	-2%	-$29.9K	1.41%	21
2025 Q2	$1.27M	Sell	3,280 -48	-1%	-$16K	1.24%	23
2025 Q1	$1.14M	Sell	3,328 -18	-0.5%	-$6.41K	1.12%	24
2024 Q4	$1.36M	Buy	+3,346	New	+$1.3M	1.31%	22

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

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 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

Roxbury Financial's CAT Position: Q3 2026 in Review

Roxbury Financial reduced its Caterpillar (CAT) stake by 0.16% in Q3 2026, selling an estimated $4.24K and leaving 3,162 shares worth $2.56M. The position accounts for 1.97% of the portfolio, ranked #11.

Roxbury Financial first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.37M in Q2 2026. 1,772 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Roxbury Financial held 3,162 shares of Caterpillar worth $2.56M as of Q3 2026.
Roxbury Financial sold 5 Caterpillar shares in Q3 2026, an estimated $4.24K.
Caterpillar made up 1.97% of Roxbury Financial's portfolio in Q3 2026, its #11 holding.
Roxbury Financial first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
Roxbury Financial's Caterpillar position peaked at $3.37M in Q2 2026.
1,772 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.