Simon Quick Advisors
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Simon Quick Advisors’s Caterpillar CAT Stock Holding History

Simon Quick 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 		$3.54M Sell
4,362
-10
-0.2% -$8.48K 0.13% 103
2026
Q2 		$4.66M Buy
4,372
+87
+2% +$76.4K 0.19% 84
2026
Q1 		$3.04M Sell
4,285
-1,149
-21% -$796K 0.14% 114
2025
Q4 		$3.11M Buy
5,434
+4,773
+722% +$2.65M 0.14% 105
2025
Q3 		$316K Buy
+661
New +$282K 0.01% 317
2025
Q2 		– Sell
-2,232
Closed -$736K – 400
2025
Q1 		$736K Buy
2,232
+109
+5% +$38.8K 0.04% 216
2024
Q4 		$770K Buy
2,123
+431
+25% +$167K 0.05% 184
2024
Q3 		$662K Buy
1,692
+419
+33% +$145K 0.04% 201
2024
Q2 		$424K Buy
1,273
+122
+11% +$42.3K 0.03% 237
2024
Q1 		$422K Buy
1,151
+356
+45% +$114K 0.03% 231
2023
Q4 		$235K Sell
795
-130
-14% -$33.7K 0.02% 286
2023
Q3 		$253K Buy
+925
New +$251K 0.02% 264
2022
Q2 		– Sell
-9
Closed -$2K – 210
2022
Q1 		$2K Sell
9
-696
-99% -$146K ﹤0.01% 332
2021
Q4 		$146K Buy
705
+664
+1,620% +$134K 0.04% 133
2021
Q3 		$7K Sell
41
-318
-89% -$66.2K ﹤0.01% 362
2021
Q2 		$78K Buy
359
+109
+44% +$25.2K 0.02% 176
2021
Q1 		$57K Sell
250
-50
-17% -$10.4K 0.02% 228
2020
Q4 		$55K Buy
300
+233
+348% +$39.5K 0.02% 198
2020
Q3 		$10K Buy
+67
New +$9.41K ﹤0.01% 331
2020
Q1 		– Sell
-80
Closed -$12K – 505
2019
Q4 		$12K Buy
80
+55
+220% +$7.68K ﹤0.01% 375
2019
Q3 		$3K Hold
25
– – ﹤0.01% 330
2019
Q2 		$3.41K Buy
+25
New +$3.3K ﹤0.01% 309
2018
Q2 		– Sell
-28
Closed -$4K – 347
2018
Q1 		$4K Sell
28
-645
-96% -$102K ﹤0.01% 267
2017
Q4 		$109K Sell
673
-499
-43% -$69.2K 0.05% 143
2017
Q3 		$146K Buy
1,172
+1,145
+4,241% +$132K 0.05% 156
2017
Q2 		$3K Hold
27
– – ﹤0.01% 266
2017
Q1 		$3K Sell
27
-2,173
-99% -$206K ﹤0.01% 299
2016
Q4 		$204K Buy
+2,200
New +$199K 0.15% 86

Other funds holding CAT

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Simon Quick Advisors's CAT Position: Q3 2026 in Review

Simon Quick Advisors reduced its Caterpillar (CAT) stake by 0.23% in Q3 2026, selling an estimated $8.48K and leaving 4,362 shares worth $3.54M. The position accounts for 0.13% of the portfolio, ranked #103.

Simon Quick Advisors first reported a position in CAT in Q4 2016 and has held it in 28 quarters since. The position peaked at $4.66M in Q2 2026. 1,472 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Simon Quick Advisors held 4,362 shares of Caterpillar worth $3.54M as of Q3 2026.
  • Simon Quick Advisors sold 10 Caterpillar shares in Q3 2026, an estimated $8.48K.
  • Caterpillar made up 0.13% of Simon Quick Advisors's portfolio in Q3 2026, its #103 holding.
  • Simon Quick Advisors first reported a position in Caterpillar in Q4 2016 and has held it in 28 quarters since.
  • Simon Quick Advisors's Caterpillar position peaked at $4.66M in Q2 2026.
  • 1,472 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.