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James T. Borello RIA’s Caterpillar CAT Stock Holding History

James T. Borello RIA’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 		$165K Buy
203
+3
+2% +$2.54K 0.03% 124
2026
Q2 		$213K Buy
200
+18
+10% +$15.8K 0.05% 111
2026
Q1 		$129K Buy
182
+83
+84% +$57.5K 0.03% 133
2025
Q4 		$56.7K Buy
99
+36
+57% +$20K 0.01% 168
2025
Q3 		$30.1K Buy
+63
New +$26.9K 0.01% 196

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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 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
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

James T. Borello RIA's CAT Position: Q3 2026 in Review

James T. Borello RIA increased its Caterpillar (CAT) stake by 1.5% in Q3 2026, buying an estimated $2.54K and bringing the position to 203 shares worth $165K. The position accounts for 0.03% of the portfolio, ranked #124.

James T. Borello RIA first reported a position in CAT in Q3 2025 and has held it in 5 quarters since. The position peaked at $213K in Q2 2026. 917 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • James T. Borello RIA held 203 shares of Caterpillar worth $165K as of Q3 2026.
  • James T. Borello RIA bought 3 Caterpillar shares in Q3 2026, an estimated $2.54K.
  • Caterpillar made up 0.03% of James T. Borello RIA's portfolio in Q3 2026, its #124 holding.
  • James T. Borello RIA first reported a position in Caterpillar in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Caterpillar position peaked at $213K in Q2 2026.
  • 917 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.