VFA
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Valeo Financial Advisors’s Caterpillar CAT Stock Holding History

Valeo 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
2024
Q4 		– Sell
-1,400
Closed -$548K – 751
2024
Q3 		$548K Sell
1,400
-600
-30% -$207K 0.02% 392
2024
Q2 		$666 Buy
+2,000
New +$693K ﹤0.01% 661

Other funds holding CAT

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

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

Valeo Financial Advisors reduced its Caterpillar (CAT) stake by 1.7% in Q3 2026, selling an estimated $491K and leaving 32,612 shares worth $26.4M. The position accounts for 0.56% of the portfolio, ranked #30.

Valeo Financial Advisors first reported a position in CAT in Q3 2017 and has held it in 37 quarters since. The position peaked at $35.3M in Q2 2026. 137 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Valeo Financial Advisors held 32,612 shares of Caterpillar worth $26.4M as of Q3 2026.
  • Valeo Financial Advisors sold 579 Caterpillar shares in Q3 2026, an estimated $491K.
  • Caterpillar made up 0.56% of Valeo Financial Advisors's portfolio in Q3 2026, its #30 holding.
  • Valeo Financial Advisors first reported a position in Caterpillar in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's Caterpillar position peaked at $35.3M in Q2 2026.
  • 137 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.