AP
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Appleton Partners’s Caterpillar CAT Stock Holding History

Appleton 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 		$2M Sell
1,879
-14
-0.7% -$12.3K 0.12% 112
2026
Q1 		$1.34M Buy
1,893
+5
+0.3% +$3.46K 0.09% 129
2025
Q4 		$1.08M Buy
1,888
+236
+14% +$131K 0.07% 137
2025
Q3 		$788K Sell
1,652
-35
-2% -$14.9K 0.05% 153
2025
Q2 		$655K Sell
1,687
-81
-5% -$27K 0.05% 161
2025
Q1 		$583K Buy
1,768
+126
+8% +$44.9K 0.05% 166
2024
Q4 		$596K Buy
1,642
+1
+0.1% +$388 0.04% 160
2024
Q3 		$642K Sell
1,641
-184
-10% -$63.5K 0.05% 159
2024
Q2 		$608K Sell
1,825
-70
-4% -$24.3K 0.05% 160
2024
Q1 		$694K Sell
1,895
-757
-29% -$242K 0.05% 160
2023
Q4 		$784K Hold
2,652
– – 0.06% 154
2023
Q3 		$724K Sell
2,652
-33
-1% -$8.95K 0.06% 157
2023
Q2 		$661K Hold
2,685
– – 0.06% 171
2023
Q1 		$614K Buy
2,685
+800
+42% +$193K 0.05% 186
2022
Q4 		$452K Sell
1,885
-10
-0.5% -$2.18K 0.04% 212
2022
Q3 		$311K Sell
1,895
-46
-2% -$8.4K 0.03% 241
2022
Q2 		$347K Sell
1,941
-5
-0.3% -$1.05K 0.03% 237
2022
Q1 		$434K Sell
1,946
-119
-6% -$25K 0.04% 230
2021
Q4 		$427K Sell
2,065
-351
-15% -$70.7K 0.03% 227
2021
Q3 		$464K Buy
2,416
+558
+30% +$116K 0.04% 209
2021
Q2 		$404K Buy
1,858
+512
+38% +$118K 0.03% 211
2021
Q1 		$312K Sell
1,346
-10
-0.7% -$2.07K 0.03% 238
2020
Q4 		$247K Buy
+1,356
New +$230K 0.02% 250
2020
Q1 		– Sell
-2,336
Closed -$345K – 259
2019
Q4 		$345K Sell
2,336
-15
-0.6% -$2.09K 0.04% 222
2019
Q3 		$297K Buy
2,351
+55
+2% +$6.99K 0.04% 237
2019
Q2 		$313K Sell
2,296
-263
-10% -$34.8K 0.04% 229
2019
Q1 		$347K Sell
2,559
-71
-3% -$9.43K 0.05% 208
2018
Q4 		$334K Sell
2,630
-725
-22% -$94.3K 0.05% 203
2018
Q3 		$512K Buy
3,355
+186
+6% +$26.3K 0.07% 186
2018
Q2 		$430K Buy
3,169
+148
+5% +$22.1K 0.06% 197
2018
Q1 		$445K Buy
3,021
+104
+4% +$16.4K 0.07% 190
2017
Q4 		$460K Buy
2,917
+127
+5% +$17.6K 0.07% 185
2017
Q3 		$348K Hold
2,790
– – 0.06% 188
2017
Q2 		$300K Sell
2,790
-15
-0.5% -$1.52K 0.05% 201
2017
Q1 		$260K Sell
2,805
-785
-22% -$74.3K 0.05% 202
2016
Q4 		$333K Hold
3,590
– – 0.07% 173
2016
Q3 		$319K Buy
3,590
+945
+36% +$77.3K 0.06% 171
2016
Q2 		$201K Hold
2,645
– – 0.04% 199
2016
Q1 		$202K Sell
2,645
-7,191
-73% -$482K 0.04% 202
2015
Q4 		$668K Sell
9,836
-523
-5% -$36.6K 0.13% 125
2015
Q3 		$677K Sell
10,359
-963
-9% -$73.7K 0.15% 113
2015
Q2 		$960K Sell
11,322
-3,406
-23% -$293K 0.22% 96
2015
Q1 		$1.18M Sell
14,728
-2,555
-15% -$212K 0.27% 84
2014
Q4 		$1.58M Buy
17,283
+70
+0.4% +$6.81K 0.36% 69
2014
Q3 		$1.71M Buy
17,213
+175
+1% +$18.6K 0.4% 68
2014
Q2 		$1.85M Sell
17,038
-379
-2% -$39.8K 0.43% 62
2014
Q1 		$1.73M Buy
17,417
+301
+2% +$28.4K 0.41% 64
2013
Q4 		$1.55M Sell
17,116
-12,284
-42% -$1.05M 0.37% 66
2013
Q3 		$2.45M Sell
29,400
-59,037
-67% -$4.99M 0.66% 47
2013
Q2 		$7.3M Buy
+88,437
New +$7.52M 2.1% 12

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Appleton Partners's CAT Position: Q2 2026 in Review

Appleton Partners reduced its Caterpillar (CAT) stake by 0.74% in Q2 2026, selling an estimated $12.3K and leaving 1,879 shares worth $2M. The position accounts for 0.12% of the portfolio, ranked #112.

Appleton Partners first reported a position in CAT in Q2 2013 and has held it in 50 quarters since. The position peaked at $7.3M in Q2 2013. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Appleton Partners held 1,879 shares of Caterpillar worth $2M as of Q2 2026.
  • Appleton Partners sold 14 Caterpillar shares in Q2 2026, an estimated $12.3K.
  • Caterpillar made up 0.12% of Appleton Partners's portfolio in Q2 2026, its #112 holding.
  • Appleton Partners first reported a position in Caterpillar in Q2 2013 and has held it in 50 quarters since.
  • Appleton Partners's Caterpillar position peaked at $7.3M in Q2 2013.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.