KA
CAT icon

Kure Advisory’s Caterpillar CAT Stock Holding History

Kure Advisory’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 		$234K Buy
288
+2
+0.7% +$1.7K 0.11% 52
2026
Q2 		$305K Buy
+286
New +$251K 0.14% 44
2024
Q1 		– Sell
-1,124
Closed -$332K – 54
2023
Q4 		$332K Sell
1,124
-15
-1% -$3.89K 0.17% 67
2023
Q3 		$311K Buy
+1,139
New +$309K 0.18% 69

Other funds holding CAT

Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Kure Advisory's CAT Position: Q3 2026 in Review

Kure Advisory increased its Caterpillar (CAT) stake by 0.7% in Q3 2026, buying an estimated $1.7K and bringing the position to 288 shares worth $234K. The position accounts for 0.11% of the portfolio, ranked #52.

Kure Advisory first reported a position in CAT in Q3 2023 and has held it in 4 quarters since. The position peaked at $332K in Q4 2023. 961 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Kure Advisory held 288 shares of Caterpillar worth $234K as of Q3 2026.
  • Kure Advisory bought 2 Caterpillar shares in Q3 2026, an estimated $1.7K.
  • Caterpillar made up 0.11% of Kure Advisory's portfolio in Q3 2026, its #52 holding.
  • Kure Advisory first reported a position in Caterpillar in Q3 2023 and has held it in 4 quarters since.
  • Kure Advisory's Caterpillar position peaked at $332K in Q4 2023.
  • 961 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Kure Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.