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Three Bearings Fiduciary Advisors’s Caterpillar CAT Stock Holding History

Three Bearings Fiduciary 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
Q2 		$3.19K Hold
3
– – ﹤0.01% 183
2026
Q1 		$2.13K Hold
3
– – ﹤0.01% 212
2025
Q4 		$1.98K Buy
+3
New +$1.67K ﹤0.01% 233

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Three Bearings Fiduciary Advisors's CAT Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 3 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #183.

Three Bearings Fiduciary Advisors first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 2,716 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 3 shares of Caterpillar worth $3.19K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up ﹤0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #183 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 2,716 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.