CA
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Crumly & Associates’s Caterpillar CAT Stock Holding History

Crumly & 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
2026
Q3 		– Sell
-199
Closed -$212K – 208
2026
Q2 		$212K Buy
+199
New +$175K 0.04% 188

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

Crumly & Associates's CAT Position: Q3 2026 in Review

Crumly & Associates sold out of Caterpillar (CAT) in Q3 2026, closing a stake of 199 shares — an estimated $212K sold.

Crumly & Associates first reported a position in CAT in Q2 2026 and held it in 1 quarter. The position peaked at $212K in Q2 2026. 1,772 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Crumly & Associates reported no remaining Caterpillar position as of Q3 2026 after selling out during the quarter.
  • Crumly & Associates sold 199 Caterpillar shares in Q3 2026, an estimated $212K.
  • Crumly & Associates first reported a position in Caterpillar in Q2 2026 and held it in 1 quarter.
  • Crumly & Associates's Caterpillar position peaked at $212K in Q2 2026.
  • 1,772 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.