CLG LLC’s Caterpillar CAT Stock Holding History

CLG 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	$394K	Buy	486 +143	+42%	+$121K	0.08%	104
2026 Q2	$365K	Buy	+343	New	+$301K	0.08%	114

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

CLG LLC's CAT Position: Q3 2026 in Review

CLG LLC increased its Caterpillar (CAT) stake by 42% in Q3 2026, buying an estimated $121K and bringing the position to 486 shares worth $394K. The position accounts for 0.08% of the portfolio, ranked #104.

CLG LLC first reported a position in CAT in Q2 2026 and has held it in 2 quarters since. 1,272 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

CLG LLC held 486 shares of Caterpillar worth $394K as of Q3 2026.
CLG LLC bought 143 Caterpillar shares in Q3 2026, an estimated $121K.
Caterpillar made up 0.08% of CLG LLC's portfolio in Q3 2026, its #104 holding.
CLG LLC first reported a position in Caterpillar in Q2 2026 and has held it in 2 quarters since.
1,272 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on CLG LLC's 13F filing for Q3 2026, filed 13 Oct 2026.