RE
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Rydar Equities’s Caterpillar CAT Stock Holding History

Rydar Equities’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 		$625K Buy
768
+35
+5% +$29.7K 0.32% 63
2026
Q2 		$652K Buy
733
+183
+33% +$161K 0.37% 63
2026
Q1 		$373K Buy
550
+150
+38% +$104K 0.29% 72
2025
Q4 		$229K Sell
400
-82
-17% -$45.6K 0.18% 84
2025
Q3 		$232K Buy
+482
New +$206K 0.19% 86

Other funds holding CAT

Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 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
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Nichols & Pratt Advisers
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

Rydar Equities's CAT Position: Q3 2026 in Review

Rydar Equities increased its Caterpillar (CAT) stake by 4.8% in Q3 2026, buying an estimated $29.7K and bringing the position to 768 shares worth $625K. The position accounts for 0.32% of the portfolio, ranked #63.

Rydar Equities first reported a position in CAT in Q3 2025 and has held it in 5 quarters since. The position peaked at $652K in Q2 2026. 821 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Rydar Equities held 768 shares of Caterpillar worth $625K as of Q3 2026.
  • Rydar Equities bought 35 Caterpillar shares in Q3 2026, an estimated $29.7K.
  • Caterpillar made up 0.32% of Rydar Equities's portfolio in Q3 2026, its #63 holding.
  • Rydar Equities first reported a position in Caterpillar in Q3 2025 and has held it in 5 quarters since.
  • Rydar Equities's Caterpillar position peaked at $652K in Q2 2026.
  • 821 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Rydar Equities's 13F filing for Q3 2026, filed 13 Oct 2026.