YANKCOM Partnership’s Caterpillar CAT Stock Holding History

YANKCOM Partnership’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	$1.59M	Buy	1,956 +145	+8%	+$123K	0.55%	38
2026 Q2	$1.93M	Sell	1,811 -330	-15%	-$290K	0.69%	32
2026 Q1	$1.52M	Sell	2,141 -366	-15%	-$253K	0.62%	41
2025 Q4	$1.44M	Buy	2,507 +187	+8%	+$104K	0.61%	41
2025 Q3	$1.11M	Buy	2,320 +59	+3%	+$25.2K	0.5%	51
2025 Q2	$878K	Buy	2,261 +85	+4%	+$28.3K	0.43%	60
2025 Q1	$718K	Buy	2,176 +63	+3%	+$22.4K	0.39%	72
2024 Q4	$767K	Buy	+2,113	New	+$819K	0.41%	71

Other funds holding CAT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

YANKCOM Partnership's CAT Position: Q3 2026 in Review

YANKCOM Partnership increased its Caterpillar (CAT) stake by 8% in Q3 2026, buying an estimated $123K and bringing the position to 1,956 shares worth $1.59M. The position accounts for 0.55% of the portfolio, ranked #38.

YANKCOM Partnership first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.93M in Q2 2026. 2,734 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

YANKCOM Partnership held 1,956 shares of Caterpillar worth $1.59M as of Q3 2026.
YANKCOM Partnership bought 145 Caterpillar shares in Q3 2026, an estimated $123K.
Caterpillar made up 0.55% of YANKCOM Partnership's portfolio in Q3 2026, its #38 holding.
YANKCOM Partnership first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
YANKCOM Partnership's Caterpillar position peaked at $1.93M in Q2 2026.
2,734 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on YANKCOM Partnership's 13F filing for Q3 2026, filed 15 Oct 2026.