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Cottage Street Advisors LLC → CAT

Cottage Street Advisors LLC CAT Position History

Caterpillar Inc. • Industrials

Quarters held
5
Latest value
$4.9M
Q3 2026
Peak value
$6.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.4M
Q4 2025$3.7M
Q1 2026$4.6M
Q2 2026$6.6M
Q3 2026$4.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.9M6.1K——
Q2 2026$6.6M6.3K——
Q1 2026$4.6M6.5K——
Q4 2025$3.7M6.5K——
Q3 2025$3.4M7.0K——

Other funds holding CAT

Other Cottage Street Advisors LLC positions

PDI

PIMCO ETF TR

$15.1M
PDI

PIMCO ETF TR

$14.8M
NVDA

NVIDIA CORPORATION

$14.3M
NVDA

NVIDIA CORPORATION

$14M
PDI

PIMCO ETF TR

$13.7M
PDI

PIMCO ENHANCED SHORT

$13.3M
NVDA

NVIDIA CORPORATION

$12.9M
NVDA

NVIDIA CORPORATION

$12.6M