Denver PWM
CAT icon

Denver PWM’s Caterpillar CAT Stock Holding History

Denver PWM’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 		$2.91M Hold
3,584
– – 0.96% 22
2026
Q2 		$3.07M Sell
3,584
-130
-4% -$114K 1% 22
2026
Q1 		$3.33M Sell
3,714
-436
-11% -$302K 1.15% 21
2025
Q4 		$1.61M Hold
4,150
– – 0.54% 35
2025
Q3 		$1.61M Hold
4,150
– – 0.5% 36
2025
Q2 		$1.61M Hold
4,150
– – 0.5% 36
2025
Q1 		$1.37M Buy
+4,150
New +$1.48M 0.49% 34

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

Denver PWM's CAT Position: Q3 2026 in Review

Denver PWM held its Caterpillar (CAT) position steady in Q3 2026 at 3,584 shares worth $2.91M. The position accounts for 0.96% of the portfolio, ranked #22.

Denver PWM first reported a position in CAT in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.33M in Q1 2026. 1,684 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Denver PWM held 3,584 shares of Caterpillar worth $2.91M as of Q3 2026.
  • Denver PWM left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.96% of Denver PWM's portfolio in Q3 2026, its #22 holding.
  • Denver PWM first reported a position in Caterpillar in Q1 2025 and has held it in 7 quarters since.
  • Denver PWM's Caterpillar position peaked at $3.33M in Q1 2026.
  • 1,684 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Denver PWM's 13F filing for Q3 2026, filed 22 Oct 2026.