Whelan Financial
CAT icon

Whelan Financial’s Caterpillar CAT Stock Holding History

Whelan Financial’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 		$312K Buy
385
+51
+15% +$43.3K 0.08% 81
2026
Q2 		$356K Buy
334
+36
+12% +$31.6K 0.1% 72
2026
Q1 		$211K Buy
+298
New +$206K 0.07% 86

Other funds holding CAT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Whelan Financial's CAT Position: Q3 2026 in Review

Whelan Financial increased its Caterpillar (CAT) stake by 15% in Q3 2026, buying an estimated $43.3K and bringing the position to 385 shares worth $312K. The position accounts for 0.08% of the portfolio, ranked #81.

Whelan Financial first reported a position in CAT in Q1 2026 and has held it in 3 quarters since. The position peaked at $356K in Q2 2026. 3,141 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Whelan Financial held 385 shares of Caterpillar worth $312K as of Q3 2026.
  • Whelan Financial bought 51 Caterpillar shares in Q3 2026, an estimated $43.3K.
  • Caterpillar made up 0.08% of Whelan Financial's portfolio in Q3 2026, its #81 holding.
  • Whelan Financial first reported a position in Caterpillar in Q1 2026 and has held it in 3 quarters since.
  • Whelan Financial's Caterpillar position peaked at $356K in Q2 2026.
  • 3,141 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.