Parthenon LLC
CAT icon

Parthenon LLC’s Caterpillar CAT Stock Holding History

Parthenon 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 		$333K Buy
411
+11
+3% +$9.33K 0.03% 112
2026
Q2 		$426K Hold
400
– – 0.04% 104
2026
Q1 		$283K Hold
400
– – 0.03% 115
2025
Q4 		$229K Buy
+400
New +$222K 0.02% 121

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

Parthenon LLC's CAT Position: Q3 2026 in Review

Parthenon LLC increased its Caterpillar (CAT) stake by 2.8% in Q3 2026, buying an estimated $9.33K and bringing the position to 411 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #112.

Parthenon LLC first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $426K in Q2 2026. 1,772 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Parthenon LLC held 411 shares of Caterpillar worth $333K as of Q3 2026.
  • Parthenon LLC bought 11 Caterpillar shares in Q3 2026, an estimated $9.33K.
  • Caterpillar made up 0.03% of Parthenon LLC's portfolio in Q3 2026, its #112 holding.
  • Parthenon LLC first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
  • Parthenon LLC's Caterpillar position peaked at $426K in Q2 2026.
  • 1,772 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Parthenon LLC's 13F filing for Q3 2026, filed 22 Oct 2026.