Armis Advisers’s Caterpillar CAT Stock Holding History

Armis Advisers’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 Q2	$2.76M	Buy	2,841 +391	+16%	+$343K	0.25%	68
2026 Q1	$2.21M	Buy	2,450 +123	+5%	+$85.2K	0.21%	80
2025 Q4	$1.58M	Sell	2,327 -943	-29%	-$524K	0.18%	95
2025 Q3	$1.69M	Buy	3,270 +416	+15%	+$178K	0.15%	97
2025 Q2	$1.13M	Buy	2,854 +451	+19%	+$150K	0.09%	173
2025 Q1	$774K	Buy	2,403 +891	+59%	+$317K	0.07%	196
2024 Q4	$549K	Buy	+1,512	New	+$586K	0.07%	181

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Armis Advisers's CAT Position: Q2 2026 in Review

Armis Advisers increased its Caterpillar (CAT) stake by 16% in Q2 2026, buying an estimated $343K and bringing the position to 2,841 shares worth $2.76M. The position accounts for 0.25% of the portfolio, ranked #68.

Armis Advisers first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Armis Advisers held 2,841 shares of Caterpillar worth $2.76M as of Q2 2026.
Armis Advisers bought 391 Caterpillar shares in Q2 2026, an estimated $343K.
Caterpillar made up 0.25% of Armis Advisers's portfolio in Q2 2026, its #68 holding.
Armis Advisers first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.