tru Independence’s Caterpillar CAT Stock Holding History

tru Independence’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	$276K	Buy	340 +1	+0.3%	+$848	0.12%	88
2026 Q2	$361K	Sell	339 -84	-20%	-$73.8K	0.16%	76
2026 Q1	$300K	Hold	423	–	–	0.15%	78
2025 Q4	$243K	Hold	423	–	–	0.06%	120
2025 Q3	$202K	Buy	+423	New	+$181K	0.05%	125
2021 Q3	–	Sell	-303	Closed	-$66K	–	210
2021 Q2	$66K	Buy	+303	New	+$70K	0.02%	170
2021 Q1	–	Sell	-666	Closed	-$120	–	347
2020 Q4	$120	Buy	666 +191	+40%	+$32.4K	﹤0.01%	447
2020 Q3	$71K	Sell	475 -2,424	-84%	-$341K	0.02%	195
2020 Q2	$366K	Sell	2,899 -483	-14%	-$57.3K	0.05%	197
2020 Q1	$393K	Hold	3,382	–	–	0.06%	163
2019 Q4	$393K	Buy	+3,382	New	+$472K	0.06%	188

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

tru Independence's CAT Position: Q3 2026 in Review

tru Independence increased its Caterpillar (CAT) stake by 0.29% in Q3 2026, buying an estimated $848 and bringing the position to 340 shares worth $276K. The position accounts for 0.12% of the portfolio, ranked #88.

tru Independence first reported a position in CAT in Q4 2019 and has held it in 11 quarters since. The position peaked at $393K in Q1 2020. 973 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

tru Independence held 340 shares of Caterpillar worth $276K as of Q3 2026.
tru Independence bought 1 Caterpillar share in Q3 2026, an estimated $848.
Caterpillar made up 0.12% of tru Independence's portfolio in Q3 2026, its #88 holding.
tru Independence first reported a position in Caterpillar in Q4 2019 and has held it in 11 quarters since.
tru Independence's Caterpillar position peaked at $393K in Q1 2020.
973 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on tru Independence's 13F filing for Q3 2026, filed 20 Oct 2026.