Austin Asset Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Austin Asset Management's CAT Position: Q2 2026 in Review
Austin Asset Management reduced its Caterpillar (CAT) stake by 37% in Q2 2026, selling an estimated $199K and leaving 387 shares worth $412K. The position accounts for 0.06% of the portfolio, ranked #64.
Austin Asset Management first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. The position peaked at $435K in Q1 2026. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Austin Asset Management held 387 shares of Caterpillar worth $412K as of Q2 2026.
- Austin Asset Management sold 227 Caterpillar shares in Q2 2026, an estimated $199K.
- Caterpillar made up 0.06% of Austin Asset Management's portfolio in Q2 2026, its #64 holding.
- Austin Asset Management first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
- Austin Asset Management's Caterpillar position peaked at $435K in Q1 2026.
- 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Austin Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.