Greg Jennings, LLC’s Caterpillar CAT Stock Holding History

Greg Jennings, 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	$454K	Buy	+560	New	+$475K	0.32%	43

Other funds holding CAT

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Greg Jennings, LLC's CAT Position: Q3 2026 in Review

Greg Jennings, LLC opened a new position in Caterpillar (CAT) in Q3 2026: 560 shares worth $454K. The stake represents 0.32% of the portfolio and ranks #43 among its holdings.

1,071 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Greg Jennings, LLC held 560 shares of Caterpillar worth $454K as of Q3 2026.
Caterpillar was a new Greg Jennings, LLC position in Q3 2026.
Caterpillar made up 0.32% of Greg Jennings, LLC's portfolio in Q3 2026, its #43 holding.
1,071 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Greg Jennings, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.