TA
CAT icon

Tactive Advisors’s Caterpillar CAT Stock Holding History

Tactive 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 		$401K Sell
494
-391
-44% -$332K 0.1% 185
2026
Q2 		$943K Buy
885
+350
+65% +$307K 0.23% 90
2026
Q1 		$379K Buy
535
+139
+35% +$96.3K 0.11% 174
2025
Q4 		$227K Sell
396
-60
-13% -$33.3K 0.07% 221
2025
Q3 		$217K Buy
+456
New +$195K 0.06% 227

Other funds holding CAT

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Tactive Advisors's CAT Position: Q3 2026 in Review

Tactive Advisors reduced its Caterpillar (CAT) stake by 44% in Q3 2026, selling an estimated $332K and leaving 494 shares worth $401K. The position accounts for 0.1% of the portfolio, ranked #185.

Tactive Advisors first reported a position in CAT in Q3 2025 and has held it in 5 quarters since. The position peaked at $943K in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Tactive Advisors held 494 shares of Caterpillar worth $401K as of Q3 2026.
  • Tactive Advisors sold 391 Caterpillar shares in Q3 2026, an estimated $332K.
  • Caterpillar made up 0.1% of Tactive Advisors's portfolio in Q3 2026, its #185 holding.
  • Tactive Advisors first reported a position in Caterpillar in Q3 2025 and has held it in 5 quarters since.
  • Tactive Advisors's Caterpillar position peaked at $943K in Q2 2026.
  • 214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.