Acorn Creek Capital’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$576K Sell
541
-14
-3% -$12.3K 0.19% 33
2026
Q1
$393K Sell
555
-14
-2% -$9.7K 0.14% 43
2025
Q4
$326K Buy
569
+38
+7% +$21.1K 0.12% 47
2025
Q3
$253K Buy
+531
New +$227K 0.1% 61
2024
Q4
– Sell
-515
Closed -$201K – 78
2024
Q3
$201K Buy
+515
New +$178K 0.11% 72

Other funds holding CAT

Acorn Creek Capital's CAT Position: Q2 2026 in Review

Acorn Creek Capital reduced its Caterpillar (CAT) stake by 2.5% in Q2 2026, selling an estimated $12.3K and leaving 541 shares worth $576K. The position accounts for 0.19% of the portfolio, ranked #33.

Acorn Creek Capital first reported a position in CAT in Q3 2024 and has held it in 5 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Acorn Creek Capital held 541 shares of Caterpillar worth $576K as of Q2 2026.
  • Acorn Creek Capital sold 14 Caterpillar shares in Q2 2026, an estimated $12.3K.
  • Caterpillar made up 0.19% of Acorn Creek Capital's portfolio in Q2 2026, its #33 holding.
  • Acorn Creek Capital first reported a position in Caterpillar in Q3 2024 and has held it in 5 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Acorn Creek Capital's 13F filing for Q2 2026, filed 6 Aug 2026.