TABR Capital Management
CAT icon

TABR Capital Management’s Caterpillar CAT Stock Holding History

TABR Capital Management’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 		– Sell
-419
Closed -$446K – 63
2026
Q2 		$446K Buy
419
+20
+5% +$17.6K 0.38% 26
2026
Q1 		$283K Sell
399
-20
-5% -$13.9K 0.26% 41
2025
Q4 		$240K Buy
+419
New +$233K 0.16% 42

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

TABR Capital Management's CAT Position: Q3 2026 in Review

TABR Capital Management sold out of Caterpillar (CAT) in Q3 2026, closing a stake of 419 shares — an estimated $446K sold.

TABR Capital Management first reported a position in CAT in Q4 2025 and held it in 3 quarters. The position peaked at $446K in Q2 2026. 1,772 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • TABR Capital Management reported no remaining Caterpillar position as of Q3 2026 after selling out during the quarter.
  • TABR Capital Management sold 419 Caterpillar shares in Q3 2026, an estimated $446K.
  • TABR Capital Management first reported a position in Caterpillar in Q4 2025 and held it in 3 quarters.
  • TABR Capital Management's Caterpillar position peaked at $446K in Q2 2026.
  • 1,772 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on TABR Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.