SBI Securities’s Caterpillar CAT Stock Holding History

SBI Securities’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	$3.27M	Sell	4,031 -109	-3%	-$92.4K	0.07%	138
2026 Q2	$4.41M	Buy	4,140 +240	+6%	+$211K	0.1%	113
2026 Q1	$2.76M	Buy	3,900 +388	+11%	+$269K	0.08%	142
2025 Q4	$2.01M	Buy	3,512 +115	+3%	+$63.9K	0.05%	189
2025 Q3	$1.62M	Sell	3,397 -389	-10%	-$166K	0.04%	217
2025 Q2	$1.47M	Buy	3,786 +246	+7%	+$82K	0.04%	217
2025 Q1	$1.17M	Sell	3,540 -55	-2%	-$19.6K	0.04%	232
2024 Q4	$1.3M	Buy	+3,595	New	+$1.39M	0.04%	217

Other funds holding CAT

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

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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

SBI Securities's CAT Position: Q3 2026 in Review

SBI Securities reduced its Caterpillar (CAT) stake by 2.6% in Q3 2026, selling an estimated $92.4K and leaving 4,031 shares worth $3.27M. The position accounts for 0.07% of the portfolio, ranked #138.

SBI Securities first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.41M in Q2 2026. 1,272 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

SBI Securities held 4,031 shares of Caterpillar worth $3.27M as of Q3 2026.
SBI Securities sold 109 Caterpillar shares in Q3 2026, an estimated $92.4K.
Caterpillar made up 0.07% of SBI Securities's portfolio in Q3 2026, its #138 holding.
SBI Securities first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
SBI Securities's Caterpillar position peaked at $4.41M in Q2 2026.
1,272 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.