Trilogy Capital’s Caterpillar CAT Stock Holding History

Trilogy Capital’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	$1.17M	Buy	1,438 +642	+81%	+$544K	0.04%	195
2026 Q2	$848K	Buy	796 +52	+7%	+$45.7K	0.03%	217
2026 Q1	$527K	Sell	744 -34	-4%	-$23.5K	0.02%	258
2025 Q4	$446K	Buy	778 +2	+0.3%	+$1.11K	0.02%	258
2025 Q3	$370K	Buy	776 +14	+2%	+$5.98K	0.02%	282
2025 Q2	$296K	Buy	762 +45	+6%	+$15K	0.01%	298
2025 Q1	$236K	Buy	717 +3	+0.4%	+$1.07K	0.01%	313
2024 Q4	$259K	Sell	714 -18	-2%	-$6.98K	0.01%	295
2024 Q3	$286K	Buy	732 +34	+5%	+$11.7K	0.01%	281
2024 Q2	$232K	Buy	+698	New	+$242K	0.01%	297
2018 Q4	–	Sell	-150	Closed	-$23K	–	196
2018 Q3	$23K	Hold	150	–	–	﹤0.01%	261
2018 Q2	$20K	Hold	150	–	–	﹤0.01%	249
2018 Q1	$22K	Buy	+150	New	+$23.7K	﹤0.01%	216

Other funds holding CAT

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Trilogy Capital's CAT Position: Q3 2026 in Review

Trilogy Capital increased its Caterpillar (CAT) stake by 81% in Q3 2026, buying an estimated $544K and bringing the position to 1,438 shares worth $1.17M. The position accounts for 0.04% of the portfolio, ranked #195.

Trilogy Capital first reported a position in CAT in Q1 2018 and has held it in 13 quarters since. 963 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Trilogy Capital held 1,438 shares of Caterpillar worth $1.17M as of Q3 2026.
Trilogy Capital bought 642 Caterpillar shares in Q3 2026, an estimated $544K.
Caterpillar made up 0.04% of Trilogy Capital's portfolio in Q3 2026, its #195 holding.
Trilogy Capital first reported a position in Caterpillar in Q1 2018 and has held it in 13 quarters since.
963 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Trilogy Capital's 13F filing for Q3 2026, filed 20 Oct 2026.