Asio Capital’s Caterpillar CAT Stock Holding History

Asio Capital’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	$508K	Sell	477 -89	-16%	-$78.2K	0.07%	89
2026 Q1	$401K	Hold	566	–	–	0.06%	91
2025 Q4	$324K	Buy	566 +41	+8%	+$22.8K	0.05%	94
2025 Q3	$251K	Buy	+525	New	+$224K	0.04%	99
2020 Q3	–	Sell	-425	Closed	-$54K	–	90
2020 Q2	$54K	Buy	+425	New	+$50.4K	0.03%	106
2020 Q1	–	Sell	-622	Closed	-$91	–	92
2019 Q4	$91	Buy	+622	New	+$86.8K	0.05%	107

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

Asio Capital's CAT Position: Q2 2026 in Review

Asio Capital reduced its Caterpillar (CAT) stake by 16% in Q2 2026, selling an estimated $78.2K and leaving 477 shares worth $508K. The position accounts for 0.07% of the portfolio, ranked #89.

Asio Capital first reported a position in CAT in Q4 2019 and has held it in 6 quarters since. 1,994 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Asio Capital held 477 shares of Caterpillar worth $508K as of Q2 2026.
Asio Capital sold 89 Caterpillar shares in Q2 2026, an estimated $78.2K.
Caterpillar made up 0.07% of Asio Capital's portfolio in Q2 2026, its #89 holding.
Asio Capital first reported a position in Caterpillar in Q4 2019 and has held it in 6 quarters since.
1,994 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Asio Capital's 13F filing for Q2 2026, filed 17 Jul 2026.