RS Crum Inc’s Caterpillar CAT Stock Holding History

RS Crum Inc’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	$3.72M	Hold	4,589	–	–	0.7%	17
2026 Q2	$4.89M	Buy	4,589 +159	+4%	+$140K	0.92%	17
2026 Q1	$3.14M	Hold	4,430	–	–	0.61%	20
2025 Q4	$2.54M	Hold	4,430	–	–	0.51%	23
2025 Q3	$2.11M	Hold	4,430	–	–	0.47%	25
2025 Q2	$1.72M	Hold	4,430	–	–	0.41%	27
2025 Q1	$1.46M	Hold	4,430	–	–	0.39%	28
2024 Q4	$1.61M	Hold	4,430	–	–	0.4%	28
2024 Q3	$1.73M	Hold	4,430	–	–	0.41%	27
2024 Q2	$1.48M	Buy	4,430 +105	+2%	+$36.4K	0.39%	30
2024 Q1	$1.58M	Sell	4,325 -105	-2%	-$33.6K	0.43%	27
2023 Q4	$1.31M	Hold	4,430	–	–	0.4%	31
2023 Q3	$1.21M	Hold	4,430	–	–	0.43%	34
2023 Q2	$1.09M	Buy	4,430 +125	+3%	+$27.9K	0.39%	34
2023 Q1	$985K	Hold	4,305	–	–	0.38%	35
2022 Q4	$1.03M	Hold	4,305	–	–	0.48%	32
2022 Q3	$706K	Hold	4,305	–	–	0.37%	35
2022 Q2	$770K	Hold	4,305	–	–	0.39%	33
2022 Q1	$959K	Hold	4,305	–	–	0.54%	29
2021 Q4	$890K	Buy	+4,305	New	+$867K	0.49%	30

Other funds holding CAT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

RS Crum Inc's CAT Position: Q3 2026 in Review

RS Crum Inc held its Caterpillar (CAT) position steady in Q3 2026 at 4,589 shares worth $3.72M. The position accounts for 0.7% of the portfolio, ranked #17.

RS Crum Inc first reported a position in CAT in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.89M in Q2 2026. 2,554 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

RS Crum Inc held 4,589 shares of Caterpillar worth $3.72M as of Q3 2026.
RS Crum Inc left its Caterpillar share count unchanged in Q3 2026.
Caterpillar made up 0.7% of RS Crum Inc's portfolio in Q3 2026, its #17 holding.
RS Crum Inc first reported a position in Caterpillar in Q4 2021 and has held it in 20 quarters since.
RS Crum Inc's Caterpillar position peaked at $4.89M in Q2 2026.
2,554 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on RS Crum Inc's 13F filing for Q3 2026, filed 19 Oct 2026.