LA
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Latitude Advisors’s Caterpillar CAT Stock Holding History

Latitude Advisors’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 		$1.05M Sell
1,300
-742
-36% -$629K 0.33% 62
2026
Q2 		$2.17M Sell
2,042
-38
-2% -$33.4K 0.87% 24
2026
Q1 		$1.47M Sell
2,080
-108
-5% -$74.8K 0.68% 34
2025
Q4 		$1.25M Sell
2,188
-34
-2% -$18.9K 0.55% 42
2025
Q3 		$1.06M Sell
2,222
-92
-4% -$39.3K 0.48% 51
2025
Q2 		$898K Buy
2,314
+278
+14% +$92.7K 0.45% 53
2025
Q1 		$671K Sell
2,036
-145
-7% -$51.6K 0.39% 61
2024
Q4 		$791K Sell
2,181
-26
-1% -$10.1K 0.45% 52
2024
Q3 		$863K Buy
2,207
+71
+3% +$24.5K 0.49% 51
2024
Q2 		$712K Buy
2,136
+88
+4% +$30.5K 0.43% 51
2024
Q1 		$750K Buy
2,048
+125
+7% +$40K 0.47% 41
2023
Q4 		$569K Buy
1,923
+6
+0.3% +$1.56K 0.4% 63
2023
Q3 		$523K Buy
1,917
+101
+6% +$27.4K 0.37% 61
2023
Q2 		$447K Buy
1,816
+91
+5% +$20.3K 0.31% 75
2023
Q1 		$395K Sell
1,725
-11
-0.6% -$2.66K 0.29% 98
2022
Q4 		$416K Sell
1,736
-222
-11% -$48.3K 0.31% 81
2022
Q3 		$321K Buy
1,958
+117
+6% +$21.4K 0.27% 92
2022
Q2 		$329K Sell
1,841
-3,605
-66% -$760K 0.3% 93
2022
Q1 		$1.21M Buy
5,446
+2,695
+98% +$565K 0.27% 81
2021
Q4 		$569K Buy
2,751
+53
+2% +$10.7K 0.16% 136
2021
Q3 		$518K Buy
2,698
+1,244
+86% +$259K 0.16% 131
2021
Q2 		$316K Buy
1,454
+140
+11% +$32.3K 0.23% 102
2021
Q1 		$305K Sell
1,314
-194
-13% -$40.2K 0.25% 102
2020
Q4 		$275K Buy
+1,508
New +$256K 0.24% 103

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
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 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

Latitude Advisors's CAT Position: Q3 2026 in Review

Latitude Advisors reduced its Caterpillar (CAT) stake by 36% in Q3 2026, selling an estimated $629K and leaving 1,300 shares worth $1.05M. The position accounts for 0.33% of the portfolio, ranked #62.

Latitude Advisors first reported a position in CAT in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.17M in Q2 2026. 1,772 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Latitude Advisors held 1,300 shares of Caterpillar worth $1.05M as of Q3 2026.
  • Latitude Advisors sold 742 Caterpillar shares in Q3 2026, an estimated $629K.
  • Caterpillar made up 0.33% of Latitude Advisors's portfolio in Q3 2026, its #62 holding.
  • Latitude Advisors first reported a position in Caterpillar in Q4 2020 and has held it in 24 quarters since.
  • Latitude Advisors's Caterpillar position peaked at $2.17M in Q2 2026.
  • 1,772 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.