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Cromwell Holdings’s Caterpillar CAT Stock Holding History

Cromwell Holdings’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 		$1.2M Hold
1,476
– – 0.54% 30
2026
Q2 		$1.57M Hold
1,476
– – 0.71% 23
2026
Q1 		$1.05M Hold
1,476
– – 0.59% 25
2025
Q4 		$846K Hold
1,476
– – 0.46% 33
2025
Q3 		$704K Hold
1,476
– – 0.38% 39
2025
Q2 		$573K Hold
1,476
– – 0.35% 48
2025
Q1 		$487K Hold
1,476
– – 0.31% 61
2024
Q4 		$535K Hold
1,476
– – 0.31% 53
2024
Q3 		$577K Hold
1,476
– – 0.37% 47
2024
Q2 		$492K Buy
+1,476
New +$512K 0.29% 55

Other funds holding CAT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Cromwell Holdings's CAT Position: Q3 2026 in Review

Cromwell Holdings held its Caterpillar (CAT) position steady in Q3 2026 at 1,476 shares worth $1.2M. The position accounts for 0.54% of the portfolio, ranked #30.

Cromwell Holdings first reported a position in CAT in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.57M in Q2 2026. 3,098 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Cromwell Holdings held 1,476 shares of Caterpillar worth $1.2M as of Q3 2026.
  • Cromwell Holdings left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.54% of Cromwell Holdings's portfolio in Q3 2026, its #30 holding.
  • Cromwell Holdings first reported a position in Caterpillar in Q2 2024 and has held it in 10 quarters since.
  • Cromwell Holdings's Caterpillar position peaked at $1.57M in Q2 2026.
  • 3,098 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Cromwell Holdings's 13F filing for Q3 2026, filed 28 Oct 2026.