Kerusso Capital Management’s Caterpillar CAT Stock Holding History

Kerusso Capital Management’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	$3.43M	Sell	4,229 -2,476	-37%	-$2.1M	1.12%	52
2026 Q2	$7.14M	Buy	6,705 +1,272	+23%	+$1.12M	2.6%	6
2026 Q1	$3.85M	Sell	5,433 -386	-7%	-$267K	1.93%	23
2025 Q4	$3.33M	Buy	5,819 +1,374	+31%	+$764K	1.54%	41
2025 Q3	$2.12M	Sell	4,445 -273	-6%	-$117K	1.3%	45
2025 Q2	$1.83M	Buy	4,718 +3	+0.1%	+$1K	1.13%	42
2025 Q1	$1.56M	Buy	4,715 +120	+3%	+$42.7K	0.99%	49
2024 Q4	$1.67M	Buy	4,595 +10	+0.2%	+$3.88K	1.06%	47
2024 Q3	$1.79M	Buy	4,585 +276	+6%	+$95.3K	1.14%	41
2024 Q2	$1.44M	Buy	+4,309	New	+$1.49M	1.04%	48

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

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

Kerusso Capital Management's CAT Position: Q3 2026 in Review

Kerusso Capital Management reduced its Caterpillar (CAT) stake by 37% in Q3 2026, selling an estimated $2.1M and leaving 4,229 shares worth $3.43M. The position accounts for 1.12% of the portfolio, ranked #52.

Kerusso Capital Management first reported a position in CAT in Q2 2024 and has held it in 10 quarters since. The position peaked at $7.14M in Q2 2026. 1,772 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Kerusso Capital Management held 4,229 shares of Caterpillar worth $3.43M as of Q3 2026.
Kerusso Capital Management sold 2,476 Caterpillar shares in Q3 2026, an estimated $2.1M.
Caterpillar made up 1.12% of Kerusso Capital Management's portfolio in Q3 2026, its #52 holding.
Kerusso Capital Management first reported a position in Caterpillar in Q2 2024 and has held it in 10 quarters since.
Kerusso Capital Management's Caterpillar position peaked at $7.14M in Q2 2026.
1,772 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Kerusso Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.