Bender Robert & Associates
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Bender Robert & Associates’s Caterpillar CAT Stock Holding History

Bender Robert & Associates’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
2024
Q3 		– Sell
-1,139
Closed -$379K – 50
2024
Q2 		$379K Buy
+1,139
New +$395K 0.08% 37

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Bender Robert & Associates's CAT Position: Q3 2026 in Review

Bender Robert & Associates increased its Caterpillar (CAT) stake by 9% in Q3 2026, buying an estimated $69.5K and bringing the position to 998 shares worth $809K. The position accounts for 0.15% of the portfolio, ranked #32.

Bender Robert & Associates first reported a position in CAT in Q1 2014 and has held it in 40 quarters since. The position peaked at $975K in Q2 2026. 1,698 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Bender Robert & Associates held 998 shares of Caterpillar worth $809K as of Q3 2026.
  • Bender Robert & Associates bought 82 Caterpillar shares in Q3 2026, an estimated $69.5K.
  • Caterpillar made up 0.15% of Bender Robert & Associates's portfolio in Q3 2026, its #32 holding.
  • Bender Robert & Associates first reported a position in Caterpillar in Q1 2014 and has held it in 40 quarters since.
  • Bender Robert & Associates's Caterpillar position peaked at $975K in Q2 2026.
  • 1,698 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Bender Robert & Associates's 13F filing for Q3 2026, filed 21 Oct 2026.