Rothwell Investment Advisors, LLC’s Caterpillar CAT Stock Holding History

Rothwell Investment Advisors, LLC’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	$730K	Buy	+900	New	+$763K	0.39%	50

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Rothwell Investment Advisors, LLC's CAT Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Caterpillar (CAT) in Q3 2026: 900 shares worth $730K. The stake represents 0.39% of the portfolio and ranks #50 among its holdings.

2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Rothwell Investment Advisors, LLC held 900 shares of Caterpillar worth $730K as of Q3 2026.
Caterpillar was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Caterpillar made up 0.39% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #50 holding.
2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.