Opinicus Capital
CAT icon

Opinicus Capital’s Caterpillar CAT Stock Holding History

Opinicus 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 		$1.57M Sell
1,940
-13
-0.7% -$11K 0.85% 34
2026
Q2 		$2.08M Sell
1,953
-35
-2% -$30.7K 1.11% 28
2026
Q1 		$1.41M Buy
1,988
+84
+4% +$58.2K 0.99% 32
2025
Q4 		$1.09M Buy
1,904
+19
+1% +$10.6K 0.76% 38
2025
Q3 		$900K Buy
1,885
+222
+13% +$94.8K 0.62% 48
2025
Q2 		$645K Buy
1,663
+1,030
+163% +$343K 0.49% 60
2025
Q1 		$209K Sell
633
-14
-2% -$4.99K 0.18% 94
2024
Q4 		$235K Sell
647
-12
-2% -$4.65K 0.2% 88
2024
Q3 		$258K Sell
659
-12
-2% -$4.14K 0.21% 93
2024
Q2 		$224K Sell
671
-10
-1% -$3.47K 0.19% 91
2024
Q1 		$250K Buy
+681
New +$218K 0.22% 91

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

Opinicus Capital's CAT Position: Q3 2026 in Review

Opinicus Capital reduced its Caterpillar (CAT) stake by 0.67% in Q3 2026, selling an estimated $11K and leaving 1,940 shares worth $1.57M. The position accounts for 0.85% of the portfolio, ranked #34.

Opinicus Capital first reported a position in CAT in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.08M in Q2 2026. 1,772 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Opinicus Capital held 1,940 shares of Caterpillar worth $1.57M as of Q3 2026.
  • Opinicus Capital sold 13 Caterpillar shares in Q3 2026, an estimated $11K.
  • Caterpillar made up 0.85% of Opinicus Capital's portfolio in Q3 2026, its #34 holding.
  • Opinicus Capital first reported a position in Caterpillar in Q1 2024 and has held it in 11 quarters since.
  • Opinicus Capital's Caterpillar position peaked at $2.08M in Q2 2026.
  • 1,772 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Opinicus Capital's 13F filing for Q3 2026, filed 28 Oct 2026.