365 WMG Private Fund I: Primus Fund LLC’s Caterpillar CAT Stock Holding History

365 WMG Private Fund I: Primus Fund LLC’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	$392K	Buy	+484	New	+$410K	0.23%	64

Other funds holding CAT

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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 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

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

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

365 WMG Private Fund I: Primus Fund LLC's CAT Position: Q3 2026 in Review

365 WMG Private Fund I: Primus Fund LLC opened a new position in Caterpillar (CAT) in Q3 2026: 484 shares worth $392K. The stake represents 0.23% of the portfolio and ranks #64 among its holdings.

1,007 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

365 WMG Private Fund I: Primus Fund LLC held 484 shares of Caterpillar worth $392K as of Q3 2026.
Caterpillar was a new 365 WMG Private Fund I: Primus Fund LLC position in Q3 2026.
Caterpillar made up 0.23% of 365 WMG Private Fund I: Primus Fund LLC's portfolio in Q3 2026, its #64 holding.
1,007 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on 365 WMG Private Fund I: Primus Fund LLC's 13F filing for Q3 2026, filed 20 Oct 2026.