Cooper Capital Advisors’s Caterpillar CAT Stock Holding History

Cooper Capital Advisors’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	$8.45M	Buy	+10,418	New	+$8.84M	3.44%	16

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

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 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

Cooper Capital Advisors's CAT Position: Q3 2026 in Review

Cooper Capital Advisors opened a new position in Caterpillar (CAT) in Q3 2026: 10,418 shares worth $8.45M. The stake represents 3.44% of the portfolio and ranks #16 among its holdings.

1,772 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Cooper Capital Advisors held 10,418 shares of Caterpillar worth $8.45M as of Q3 2026.
Caterpillar was a new Cooper Capital Advisors position in Q3 2026.
Caterpillar made up 3.44% of Cooper Capital Advisors's portfolio in Q3 2026, its #16 holding.
1,772 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Cooper Capital Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.