Teamwork Financial Advisors
CAT icon

Teamwork Financial Advisors’s Caterpillar CAT Stock Holding History

Teamwork Financial 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 		$12.9M Buy
15,858
+993
+7% +$842K 1.42% 26
2026
Q2 		$15.8M Sell
14,865
-2,284
-13% -$2.01M 1.44% 21
2026
Q1 		$12.1M Sell
17,149
-7,679
-31% -$5.32M 1.28% 27
2025
Q4 		$14.2M Sell
24,828
-6,030
-20% -$3.35M 1.44% 28
2025
Q3 		$14.7M Buy
30,858
+23,077
+297% +$9.9M 1.52% 24
2025
Q2 		$3.02M Sell
7,781
-4,042
-34% -$1.35M 0.35% 51
2025
Q1 		$3.9M Sell
11,823
-2,045
-15% -$728K 0.52% 35
2024
Q4 		$5.03M Sell
13,868
-26,478
-66% -$10.3M 0.65% 35
2024
Q3 		$15.8M Buy
40,346
+2,087
+5% +$721K 2.19% 19
2024
Q2 		$12.7M Buy
38,259
+31,346
+453% +$10.9M 1.89% 22
2024
Q1 		$2.53M Sell
6,913
-11,854
-63% -$3.79M 0.39% 49
2023
Q4 		$5.55M Buy
+18,767
New +$4.87M 0.95% 25
2022
Q2 		– Sell
-940
Closed -$209K – 214
2022
Q1 		$209K Sell
940
-8,492
-90% -$1.78M 0.04% 234
2021
Q4 		$1.95M Buy
9,432
+7,375
+359% +$1.49M 0.36% 52
2021
Q3 		$395K Buy
2,057
+76
+4% +$15.8K 0.08% 189
2021
Q2 		$431K Sell
1,981
-1,667
-46% -$385K 0.09% 168
2021
Q1 		$846K Buy
+3,648
New +$755K 0.2% 106
2020
Q2 		– Sell
-3,093
Closed -$359K – 187
2020
Q1 		$359K Sell
3,093
-4,816
-61% -$615K 0.22% 81
2019
Q4 		$1.17M Buy
+7,909
New +$1.1M 0.7% 30

Other funds holding CAT

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
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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Teamwork Financial Advisors's CAT Position: Q3 2026 in Review

Teamwork Financial Advisors increased its Caterpillar (CAT) stake by 6.7% in Q3 2026, buying an estimated $842K and bringing the position to 15,858 shares worth $12.9M. The position accounts for 1.42% of the portfolio, ranked #26.

Teamwork Financial Advisors first reported a position in CAT in Q4 2019 and has held it in 19 quarters since. The position peaked at $15.8M in Q2 2026. 2,554 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Teamwork Financial Advisors held 15,858 shares of Caterpillar worth $12.9M as of Q3 2026.
  • Teamwork Financial Advisors bought 993 Caterpillar shares in Q3 2026, an estimated $842K.
  • Caterpillar made up 1.42% of Teamwork Financial Advisors's portfolio in Q3 2026, its #26 holding.
  • Teamwork Financial Advisors first reported a position in Caterpillar in Q4 2019 and has held it in 19 quarters since.
  • Teamwork Financial Advisors's Caterpillar position peaked at $15.8M in Q2 2026.
  • 2,554 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

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