Trifecta Capital Advisors
CAT icon

Trifecta Capital Advisors’s Caterpillar CAT Stock Holding History

Trifecta Capital 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 		$20.4M Buy
25,202
+183
+0.7% +$155K 2.53% 14
2026
Q2 		$26.6M Sell
25,019
-217
-0.9% -$191K 3.43% 9
2026
Q1 		$17.9M Sell
25,236
-210
-0.8% -$145K 2.77% 11
2025
Q4 		$14.6M Buy
25,446
+434
+2% +$241K 2.16% 15
2025
Q3 		$11.9M Buy
25,012
+1,220
+5% +$521K 1.81% 18
2025
Q2 		$9.24M Buy
23,792
+2,145
+10% +$715K 1.54% 22
2025
Q1 		$7.14M Buy
21,647
+314
+1% +$112K 1.5% 18
2024
Q4 		$7.74M Buy
21,333
+315
+1% +$122K 1.53% 20
2024
Q3 		$8.22M Buy
21,018
+684
+3% +$236K 1.72% 15
2024
Q2 		$6.77M Buy
20,334
+1,348
+7% +$467K 1.5% 15
2024
Q1 		$6.96M Buy
18,986
+1,229
+7% +$393K 1.69% 15
2023
Q4 		$5.25M Buy
17,757
+898
+5% +$233K 1.45% 19
2023
Q3 		$4.6M Buy
16,859
+2,088
+14% +$566K 1.48% 18
2023
Q2 		$3.63M Buy
14,771
+1,120
+8% +$250K 1.17% 23
2023
Q1 		$3.12M Buy
13,651
+235
+2% +$56.8K 1.1% 25
2022
Q4 		$3.21M Buy
+13,416
New +$2.92M 1.28% 21

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

Trifecta Capital Advisors's CAT Position: Q3 2026 in Review

Trifecta Capital Advisors increased its Caterpillar (CAT) stake by 0.73% in Q3 2026, buying an estimated $155K and bringing the position to 25,202 shares worth $20.4M. The position accounts for 2.53% of the portfolio, ranked #14.

Trifecta Capital Advisors first reported a position in CAT in Q4 2022 and has held it in 16 quarters since. The position peaked at $26.6M in Q2 2026. 1,772 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Trifecta Capital Advisors held 25,202 shares of Caterpillar worth $20.4M as of Q3 2026.
  • Trifecta Capital Advisors bought 183 Caterpillar shares in Q3 2026, an estimated $155K.
  • Caterpillar made up 2.53% of Trifecta Capital Advisors's portfolio in Q3 2026, its #14 holding.
  • Trifecta Capital Advisors first reported a position in Caterpillar in Q4 2022 and has held it in 16 quarters since.
  • Trifecta Capital Advisors's Caterpillar position peaked at $26.6M in Q2 2026.
  • 1,772 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.