Stiles Financial Services
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Stiles Financial Services’s Caterpillar CAT Stock Holding History

Stiles Financial Services’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 		$2.87M Buy
3,544
+362
+11% +$307K 0.73% 43
2026
Q2 		$3.39M Sell
3,182
-25
-0.8% -$22K 0.85% 37
2026
Q1 		$2.27M Buy
3,207
+32
+1% +$22.2K 0.69% 50
2025
Q4 		$1.82M Sell
3,175
-204
-6% -$113K 0.56% 55
2025
Q3 		$1.61M Buy
3,379
+162
+5% +$69.2K 0.51% 61
2025
Q2 		$1.25M Buy
3,217
+121
+4% +$40.3K 0.43% 71
2025
Q1 		$1.02M Buy
3,096
+216
+8% +$76.9K 0.39% 78
2024
Q4 		$1.04M Buy
2,880
+144
+5% +$55.8K 0.38% 79
2024
Q3 		$1.07M Buy
2,736
+112
+4% +$38.7K 0.38% 76
2024
Q2 		$875K Buy
2,624
+3
+0.1% +$1.04K 0.34% 78
2024
Q1 		$960K Sell
2,621
-44
-2% -$14.1K 0.38% 75
2023
Q4 		$788K Sell
2,665
-106
-4% -$27.5K 0.36% 76
2023
Q3 		$756K Sell
2,771
-157
-5% -$42.6K 0.39% 75
2023
Q2 		$720K Sell
2,928
-71
-2% -$15.8K 0.36% 81
2023
Q1 		$686K Sell
2,999
-354
-11% -$85.6K 0.37% 81
2022
Q4 		$803K Sell
3,353
-312
-9% -$67.9K 0.46% 65
2022
Q3 		$601K Sell
3,665
-54
-1% -$9.9K 0.37% 73
2022
Q2 		$665K Buy
3,719
+13
+0.4% +$2.74K 0.4% 71
2022
Q1 		$826K Buy
3,706
+102
+3% +$21.4K 0.41% 68
2021
Q4 		$745K Buy
+3,604
New +$726K 0.36% 82

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 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
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 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
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Stiles Financial Services's CAT Position: Q3 2026 in Review

Stiles Financial Services increased its Caterpillar (CAT) stake by 11% in Q3 2026, buying an estimated $307K and bringing the position to 3,544 shares worth $2.87M. The position accounts for 0.73% of the portfolio, ranked #43.

Stiles Financial Services first reported a position in CAT in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.39M in Q2 2026. 1,772 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Stiles Financial Services held 3,544 shares of Caterpillar worth $2.87M as of Q3 2026.
  • Stiles Financial Services bought 362 Caterpillar shares in Q3 2026, an estimated $307K.
  • Caterpillar made up 0.73% of Stiles Financial Services's portfolio in Q3 2026, its #43 holding.
  • Stiles Financial Services first reported a position in Caterpillar in Q4 2021 and has held it in 20 quarters since.
  • Stiles Financial Services's Caterpillar position peaked at $3.39M in Q2 2026.
  • 1,772 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.