Trinity Financial Advisors’s Caterpillar CAT Stock Holding History

Trinity 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	$1.26M	Hold	1,550	–	–	0.32%	38
2026 Q2	$1.65M	Hold	1,550	–	–	0.42%	35
2026 Q1	$1.1M	Hold	1,550	–	–	0.31%	40
2025 Q4	$888K	Sell	1,550 -150	-9%	-$83.4K	0.25%	42
2025 Q3	$811K	Hold	1,700	–	–	0.23%	46
2025 Q2	$660K	Hold	1,700	–	–	0.2%	47
2025 Q1	$520K	Hold	1,700	–	–	0.19%	46
2024 Q4	$612K	Hold	1,700	–	–	0.23%	40
2024 Q3	$604K	Hold	1,700	–	–	0.27%	37
2024 Q2	$566K	Hold	1,700	–	–	0.25%	39
2024 Q1	$623K	Hold	1,700	–	–	0.28%	33
2023 Q4	$503K	Hold	1,700	–	–	0.25%	38
2023 Q3	$464K	Hold	1,700	–	–	0.25%	39
2023 Q2	$418K	Hold	1,700	–	–	0.22%	47
2023 Q1	$389K	Hold	1,700	–	–	0.24%	45
2022 Q4	$407K	Hold	1,700	–	–	0.27%	38
2022 Q3	$279K	Buy	+1,700	New	+$311K	0.2%	52
2022 Q2	–	Sell	-1,700	Closed	-$379K	–	29
2022 Q1	$379K	Hold	1,700	–	–	0.24%	41
2021 Q4	$351K	Hold	1,700	–	–	0.21%	42
2021 Q3	$326K	Hold	1,700	–	–	0.22%	39
2021 Q2	$370K	Hold	1,700	–	–	0.26%	34
2021 Q1	$394K	Hold	1,700	–	–	0.3%	27
2020 Q4	$309K	Buy	+1,700	New	+$288K	0.28%	41

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

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

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

Trinity Financial Advisors held its Caterpillar (CAT) position steady in Q3 2026 at 1,550 shares worth $1.26M. The position accounts for 0.32% of the portfolio, ranked #38.

Trinity Financial Advisors first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.65M in Q2 2026. 1,772 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Trinity Financial Advisors held 1,550 shares of Caterpillar worth $1.26M as of Q3 2026.
Trinity Financial Advisors left its Caterpillar share count unchanged in Q3 2026.
Caterpillar made up 0.32% of Trinity Financial Advisors's portfolio in Q3 2026, its #38 holding.
Trinity Financial Advisors first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
Trinity Financial Advisors's Caterpillar position peaked at $1.65M in Q2 2026.
1,772 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Trinity Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.