Walker Asset Management
CAT icon

Walker Asset Management’s Caterpillar CAT Stock Holding History

Walker Asset Management’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 		$378K Hold
466
– – 0.19% 104
2026
Q2 		$496K Hold
466
– – 0.25% 78
2026
Q1 		$330K Buy
466
+10
+2% +$6.93K 0.18% 106
2025
Q4 		$261K Hold
456
– – 0.14% 121
2025
Q3 		$217K Buy
+456
New +$195K 0.12% 127

Other funds holding CAT

Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Walker Asset Management's CAT Position: Q3 2026 in Review

Walker Asset Management held its Caterpillar (CAT) position steady in Q3 2026 at 466 shares worth $378K. The position accounts for 0.19% of the portfolio, ranked #104.

Walker Asset Management first reported a position in CAT in Q3 2025 and has held it in 5 quarters since. The position peaked at $496K in Q2 2026. 1,071 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Walker Asset Management held 466 shares of Caterpillar worth $378K as of Q3 2026.
  • Walker Asset Management left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.19% of Walker Asset Management's portfolio in Q3 2026, its #104 holding.
  • Walker Asset Management first reported a position in Caterpillar in Q3 2025 and has held it in 5 quarters since.
  • Walker Asset Management's Caterpillar position peaked at $496K in Q2 2026.
  • 1,071 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Walker Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.