Brucke Financial’s Caterpillar CAT Stock Holding History

Brucke Financial’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	$2.26M	Buy	2,786 +264	+10%	+$224K	0.95%	20
2026 Q2	$2.69M	Sell	2,522 -88	-3%	-$77.3K	1.19%	19
2026 Q1	$1.85M	Buy	2,610 +2	+0.1%	+$1.38K	0.94%	19
2025 Q4	$1.49M	Sell	2,608 -202	-7%	-$112K	0.82%	23
2025 Q3	$1.62M	Sell	2,810 -340	-11%	-$145K	0.95%	22
2025 Q2	$1.22M	Sell	3,150 -14	-0.4%	-$4.67K	0.85%	23
2025 Q1	$979K	Buy	3,164 +6	+0.2%	+$2.14K	0.85%	27
2024 Q4	$1.17M	Buy	+3,158	New	+$1.22M	1.01%	23

Other funds holding CAT

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

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Brucke Financial's CAT Position: Q3 2026 in Review

Brucke Financial increased its Caterpillar (CAT) stake by 10% in Q3 2026, buying an estimated $224K and bringing the position to 2,786 shares worth $2.26M. The position accounts for 0.95% of the portfolio, ranked #20.

Brucke Financial first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.69M in Q2 2026. 1,750 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Brucke Financial held 2,786 shares of Caterpillar worth $2.26M as of Q3 2026.
Brucke Financial bought 264 Caterpillar shares in Q3 2026, an estimated $224K.
Caterpillar made up 0.95% of Brucke Financial's portfolio in Q3 2026, its #20 holding.
Brucke Financial first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
Brucke Financial's Caterpillar position peaked at $2.69M in Q2 2026.
1,750 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Brucke Financial's 13F filing for Q3 2026, filed 23 Oct 2026.