AP
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Americana Partners’s Caterpillar CAT Stock Holding History

Americana 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 		$49.2M Buy
46,206
+878
+2% +$771K 1.11% 25
2026
Q1 		$32.1M Buy
45,328
+10,110
+29% +$7M 0.83% 32
2025
Q4 		$20.2M Buy
35,218
+3,880
+12% +$2.16M 0.55% 50
2025
Q3 		$15M Buy
31,338
+5,592
+22% +$2.39M 0.45% 60
2025
Q2 		$10M Buy
25,746
+578
+2% +$193K 0.34% 67
2025
Q1 		$8.3M Buy
25,168
+1,362
+6% +$485K 0.32% 72
2024
Q4 		$8.64M Buy
23,806
+6,667
+39% +$2.59M 0.35% 74
2024
Q3 		$6.7M Buy
17,139
+2,095
+14% +$723K 0.46% 58
2024
Q2 		$5.01M Buy
15,044
+172
+1% +$59.6K 0.39% 72
2024
Q1 		$5.45M Buy
14,872
+1,721
+13% +$550K 0.45% 62
2023
Q4 		$2.98M Sell
13,151
-4,987
-27% -$1.29M 0.28% 91
2023
Q3 		$5.02M Buy
18,138
+17,122
+1,685% +$4.64M 0.54% 48
2023
Q2 		$250K Hold
1,016
– – 0.03% 247
2023
Q1 		$233K Buy
+1,016
New +$246K 0.04% 249

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Americana Partners's CAT Position: Q2 2026 in Review

Americana Partners increased its Caterpillar (CAT) stake by 1.9% in Q2 2026, buying an estimated $771K and bringing the position to 46,206 shares worth $49.2M. The position accounts for 1.11% of the portfolio, ranked #25.

Americana Partners first reported a position in CAT in Q1 2023 and has held it in 14 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Americana Partners held 46,206 shares of Caterpillar worth $49.2M as of Q2 2026.
  • Americana Partners bought 878 Caterpillar shares in Q2 2026, an estimated $771K.
  • Caterpillar made up 1.11% of Americana Partners's portfolio in Q2 2026, its #25 holding.
  • Americana Partners first reported a position in Caterpillar in Q1 2023 and has held it in 14 quarters since.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.