Stokes Capital Advisors
CAT icon

Stokes Capital Advisors’s Caterpillar CAT Stock Holding History

Stokes Capital 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 		$8.31M Buy
10,255
+236
+2% +$200K 1.83% 22
2026
Q2 		$10.7M Sell
10,019
-1,259
-11% -$1.11M 2.28% 14
2026
Q1 		$7.99M Sell
11,278
-175
-2% -$121K 1.79% 27
2025
Q4 		$6.56M Buy
11,453
+320
+3% +$178K 1.5% 33
2025
Q3 		$5.31M Buy
11,133
+449
+4% +$192K 1.24% 39
2025
Q2 		$4.15M Sell
10,684
-249
-2% -$83K 1.02% 47
2025
Q1 		$3.61M Buy
+10,933
New +$3.89M 0.92% 47
2024
Q2 		– Sell
-815
Closed -$299K – 76
2024
Q1 		$299K Buy
+815
New +$260K 0.09% 71

Other funds holding CAT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Stokes Capital Advisors's CAT Position: Q3 2026 in Review

Stokes Capital Advisors increased its Caterpillar (CAT) stake by 2.4% in Q3 2026, buying an estimated $200K and bringing the position to 10,255 shares worth $8.31M. The position accounts for 1.83% of the portfolio, ranked #22.

Stokes Capital Advisors first reported a position in CAT in Q1 2024 and has held it in 8 quarters since. The position peaked at $10.7M in Q2 2026. 2,839 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Stokes Capital Advisors held 10,255 shares of Caterpillar worth $8.31M as of Q3 2026.
  • Stokes Capital Advisors bought 236 Caterpillar shares in Q3 2026, an estimated $200K.
  • Caterpillar made up 1.83% of Stokes Capital Advisors's portfolio in Q3 2026, its #22 holding.
  • Stokes Capital Advisors first reported a position in Caterpillar in Q1 2024 and has held it in 8 quarters since.
  • Stokes Capital Advisors's Caterpillar position peaked at $10.7M in Q2 2026.
  • 2,839 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Stokes Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.