Stonebridge Financial Group
CAT icon

Stonebridge Financial Group’s Caterpillar CAT Stock Holding History

Stonebridge Financial Group’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 		$1.91M Sell
2,355
-55
-2% -$46.6K 0.23% 67
2026
Q2 		$2.57M Buy
+2,410
New +$2.12M 0.36% 61

Other funds holding CAT

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BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

Stonebridge Financial Group's CAT Position: Q3 2026 in Review

Stonebridge Financial Group reduced its Caterpillar (CAT) stake by 2.3% in Q3 2026, selling an estimated $46.6K and leaving 2,355 shares worth $1.91M. The position accounts for 0.23% of the portfolio, ranked #67.

Stonebridge Financial Group first reported a position in CAT in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.57M in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Stonebridge Financial Group held 2,355 shares of Caterpillar worth $1.91M as of Q3 2026.
  • Stonebridge Financial Group sold 55 Caterpillar shares in Q3 2026, an estimated $46.6K.
  • Caterpillar made up 0.23% of Stonebridge Financial Group's portfolio in Q3 2026, its #67 holding.
  • Stonebridge Financial Group first reported a position in Caterpillar in Q2 2026 and has held it in 2 quarters since.
  • Stonebridge Financial Group's Caterpillar position peaked at $2.57M in Q2 2026.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Stonebridge Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.