Promethium Advisors’s Caterpillar CAT Stock Holding History

Promethium 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	$3.19M	Sell	3,936 -50	-1%	-$42.4K	1.57%	17
2026 Q2	$4.24M	Sell	3,986 -80	-2%	-$70.3K	2.04%	12
2026 Q1	$2.88M	Sell	4,066 -170	-4%	-$118K	1.49%	18
2025 Q4	$2.43M	Sell	4,236 -15	-0.4%	-$8.34K	1.31%	20
2025 Q3	$2.03M	Buy	4,251 +690	+19%	+$295K	1.16%	32
2025 Q2	$1.38M	Sell	3,561 -260	-7%	-$86.7K	0.84%	39
2025 Q1	$1.26M	Buy	3,821 +215	+6%	+$76.6K	0.81%	40
2024 Q4	$1.31M	Sell	3,606 -25	-0.7%	-$9.7K	0.9%	37
2024 Q3	$1.42M	Buy	+3,631	New	+$1.25M	1%	31

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

Promethium Advisors's CAT Position: Q3 2026 in Review

Promethium Advisors reduced its Caterpillar (CAT) stake by 1.3% in Q3 2026, selling an estimated $42.4K and leaving 3,936 shares worth $3.19M. The position accounts for 1.57% of the portfolio, ranked #17.

Promethium Advisors first reported a position in CAT in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.24M in Q2 2026. 1,772 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Promethium Advisors held 3,936 shares of Caterpillar worth $3.19M as of Q3 2026.
Promethium Advisors sold 50 Caterpillar shares in Q3 2026, an estimated $42.4K.
Caterpillar made up 1.57% of Promethium Advisors's portfolio in Q3 2026, its #17 holding.
Promethium Advisors first reported a position in Caterpillar in Q3 2024 and has held it in 9 quarters since.
Promethium Advisors's Caterpillar position peaked at $4.24M in Q2 2026.
1,772 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Promethium Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.