Alexis Investment Partners’s Caterpillar CAT Stock Holding History

Alexis Investment Partners’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 Q2	$1.98M	Sell	1,920 -930	-33%	-$817K	1.16%	22
2026 Q1	$1.9M	Sell	2,850 -888	-24%	-$615K	1.31%	22
2025 Q4	$2.16M	Buy	3,738 +112	+3%	+$62.2K	0.8%	24
2025 Q3	$1.71M	Buy	3,626 +508	+16%	+$217K	0.15%	26
2025 Q2	$1.2M	Buy	3,118 +207	+7%	+$69K	0.52%	29
2025 Q1	$960K	Sell	2,911 -459	-14%	-$163K	0.46%	31
2024 Q4	$1.22M	Buy	+3,370	New	+$1.31M	0.6%	26

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Alexis Investment Partners's CAT Position: Q2 2026 in Review

Alexis Investment Partners reduced its Caterpillar (CAT) stake by 33% in Q2 2026, selling an estimated $817K and leaving 1,920 shares worth $1.98M. The position accounts for 1.16% of the portfolio, ranked #22.

Alexis Investment Partners first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.16M in Q4 2025. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Alexis Investment Partners held 1,920 shares of Caterpillar worth $1.98M as of Q2 2026.
Alexis Investment Partners sold 930 Caterpillar shares in Q2 2026, an estimated $817K.
Caterpillar made up 1.16% of Alexis Investment Partners's portfolio in Q2 2026, its #22 holding.
Alexis Investment Partners first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
Alexis Investment Partners's Caterpillar position peaked at $2.16M in Q4 2025.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Alexis Investment Partners's 13F filing for Q2 2026, filed 23 Jul 2026.