Smith Thornton Advisors’s Caterpillar CAT Stock Holding History

Smith Thornton 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	$911K	Buy	1,123 +43	+4%	+$36.5K	0.4%	59
2026 Q2	$1.01M	Buy	1,080 +184	+21%	+$162K	0.44%	54
2026 Q1	$635K	Hold	896	–	–	0.32%	71
2025 Q4	$513K	Hold	896	–	–	0.26%	79
2025 Q3	$428K	Hold	896	–	–	0.22%	89
2025 Q2	$348K	Hold	896	–	–	0.2%	104
2025 Q1	$296K	Hold	896	–	–	0.18%	110
2024 Q4	$325K	Buy	896 +299	+50%	+$116K	0.21%	107
2024 Q3	$233K	Buy	+597	New	+$206K	0.15%	123

Other funds holding CAT

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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

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

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

Smith Thornton Advisors's CAT Position: Q3 2026 in Review

Smith Thornton Advisors increased its Caterpillar (CAT) stake by 4% in Q3 2026, buying an estimated $36.5K and bringing the position to 1,123 shares worth $911K. The position accounts for 0.4% of the portfolio, ranked #59.

Smith Thornton Advisors first reported a position in CAT in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.01M in Q2 2026. 1,472 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Smith Thornton Advisors held 1,123 shares of Caterpillar worth $911K as of Q3 2026.
Smith Thornton Advisors bought 43 Caterpillar shares in Q3 2026, an estimated $36.5K.
Caterpillar made up 0.4% of Smith Thornton Advisors's portfolio in Q3 2026, its #59 holding.
Smith Thornton Advisors first reported a position in Caterpillar in Q3 2024 and has held it in 9 quarters since.
Smith Thornton Advisors's Caterpillar position peaked at $1.01M in Q2 2026.
1,472 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Smith Thornton Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.