Talbot Financial
CAT icon

Talbot Financial’s Caterpillar CAT Stock Holding History

Talbot Financial’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 		$275K Sell
339
-120
-26% -$102K 0.02% 63
2026
Q2 		$489K Buy
+459
New +$403K 0.04% 56

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Nisa Investment Advisors
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Wealth Enhancement Advisory Services
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TD Waterhouse Canada
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Czech National Bank
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IFM Investors
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Pinnacle Associates
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Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Talbot Financial's CAT Position: Q3 2026 in Review

Talbot Financial reduced its Caterpillar (CAT) stake by 26% in Q3 2026, selling an estimated $102K and leaving 339 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #63.

Talbot Financial first reported a position in CAT in Q2 2026 and has held it in 2 quarters since. The position peaked at $489K in Q2 2026. 1,071 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Talbot Financial held 339 shares of Caterpillar worth $275K as of Q3 2026.
  • Talbot Financial sold 120 Caterpillar shares in Q3 2026, an estimated $102K.
  • Caterpillar made up 0.02% of Talbot Financial's portfolio in Q3 2026, its #63 holding.
  • Talbot Financial first reported a position in Caterpillar in Q2 2026 and has held it in 2 quarters since.
  • Talbot Financial's Caterpillar position peaked at $489K in Q2 2026.
  • 1,071 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Talbot Financial's 13F filing for Q3 2026, filed 19 Oct 2026.