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 Q3	$2.25M	Sell	2,820 -21	-0.7%	-$17.8K	0.19%	87
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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Armis Advisers's CAT Position: Q3 2026 in Review

Armis Advisers reduced its Caterpillar (CAT) stake by 0.74% in Q3 2026, selling an estimated $17.8K and leaving 2,820 shares worth $2.25M. The position accounts for 0.19% of the portfolio, ranked #87.

Armis Advisers first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.76M in Q2 2026. 1,174 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Armis Advisers held 2,820 shares of Caterpillar worth $2.25M as of Q3 2026.
Armis Advisers sold 21 Caterpillar shares in Q3 2026, an estimated $17.8K.
Caterpillar made up 0.19% of Armis Advisers's portfolio in Q3 2026, its #87 holding.
Armis Advisers first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
Armis Advisers's Caterpillar position peaked at $2.76M in Q2 2026.
1,174 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.