Drum Hill Capital’s Caterpillar CAT Stock Holding History

Drum Hill Capital’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	$580K	Sell	715 -40	-5%	-$33.9K	0.48%	30
2026 Q2	$804K	Hold	755	–	–	0.82%	24
2026 Q1	$535K	Hold	755	–	–	0.49%	28
2025 Q4	$433K	Hold	755	–	–	0.45%	31
2025 Q3	$360K	Hold	755	–	–	0.39%	32
2025 Q2	$293K	Hold	755	–	–	0.32%	35
2025 Q1	$249K	Hold	755	–	–	0.29%	38
2024 Q4	$274K	Buy	+755	New	+$293K	0.34%	38

Other funds holding CAT

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Drum Hill Capital's CAT Position: Q3 2026 in Review

Drum Hill Capital reduced its Caterpillar (CAT) stake by 5.3% in Q3 2026, selling an estimated $33.9K and leaving 715 shares worth $580K. The position accounts for 0.48% of the portfolio, ranked #30.

Drum Hill Capital first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $804K in Q2 2026. 836 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Drum Hill Capital held 715 shares of Caterpillar worth $580K as of Q3 2026.
Drum Hill Capital sold 40 Caterpillar shares in Q3 2026, an estimated $33.9K.
Caterpillar made up 0.48% of Drum Hill Capital's portfolio in Q3 2026, its #30 holding.
Drum Hill Capital first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
Drum Hill Capital's Caterpillar position peaked at $804K in Q2 2026.
836 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Drum Hill Capital's 13F filing for Q3 2026, filed 20 Oct 2026.