BT
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Banque Transatlantique’s Caterpillar CAT Stock Holding History

Banque Transatlantique’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 		$4.12M Buy
7,129
+122
+2% +$107K 0.09% 81
2026
Q1 		$5.09M Sell
7,007
-667
-9% -$462K 0.12% 57
2025
Q4 		$4.4M Sell
7,674
-536
-7% -$298K 0.11% 54
2025
Q3 		$3.91M Buy
8,210
+161
+2% +$68.7K 0.1% 54
2025
Q2 		$3.14M Buy
8,049
+519
+7% +$173K 0.09% 50
2025
Q1 		$2.48M Sell
7,530
-906
-11% -$323K 0.08% 56
2024
Q4 		$3.05M Buy
+8,436
New +$3.27M 0.08% 55

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

Banque Transatlantique's CAT Position: Q2 2026 in Review

Banque Transatlantique increased its Caterpillar (CAT) stake by 1.7% in Q2 2026, buying an estimated $107K and bringing the position to 7,129 shares worth $4.12M. The position accounts for 0.09% of the portfolio, ranked #81.

Banque Transatlantique first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.09M in Q1 2026. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Banque Transatlantique held 7,129 shares of Caterpillar worth $4.12M as of Q2 2026.
  • Banque Transatlantique bought 122 Caterpillar shares in Q2 2026, an estimated $107K.
  • Caterpillar made up 0.09% of Banque Transatlantique's portfolio in Q2 2026, its #81 holding.
  • Banque Transatlantique first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • Banque Transatlantique's Caterpillar position peaked at $5.09M in Q1 2026.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Banque Transatlantique's 13F filing for Q2 2026, filed 30 Jul 2026.