BTI
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Blue Trust Inc’s Caterpillar CAT Stock Holding History

Blue Trust Inc’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 		$25.1M Sell
23,555
-1,330
-5% -$1.17M 0.26% 36
2026
Q1 		$17.6M Sell
24,885
-984
-4% -$682K 0.2% 41
2025
Q4 		$14.8M Buy
25,869
+2,402
+10% +$1.34M 0.17% 45
2025
Q3 		$11.2M Sell
23,467
-307
-1% -$131K 0.13% 57
2025
Q2 		$9.23M Sell
23,774
-586
-2% -$195K 0.11% 63
2025
Q1 		$8.03M Buy
24,360
+8,574
+54% +$3.05M 0.1% 65
2024
Q4 		$5.73M Sell
15,786
-2,297
-13% -$891K 0.07% 86
2024
Q3 		$6.02M Buy
18,083
+2,294
+15% +$792K 0.08% 72
2024
Q2 		$5.79M Buy
15,789
+968
+7% +$336K 0.08% 67
2024
Q1 		$5.43M Sell
14,821
-1,751
-11% -$560K 0.08% 64
2023
Q4 		$4.52M Sell
16,572
-54
-0.3% -$14K 0.07% 61
2023
Q3 		$4.09M Buy
16,626
+304
+2% +$82.5K 0.06% 69
2023
Q2 		$3.73M Sell
16,322
-160
-1% -$35.7K 0.06% 71
2023
Q1 		$3.95M Sell
16,482
-756
-4% -$183K 0.06% 81
2022
Q4 		$2.83M Buy
17,238
+191
+1% +$41.6K 0.05% 91
2022
Q3 		$3.05M Buy
17,047
+193
+1% +$35.3K 0.05% 76
2022
Q2 		$3.75M Buy
+16,854
New +$3.55M 0.06% 73

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Blue Trust Inc's CAT Position: Q2 2026 in Review

Blue Trust Inc reduced its Caterpillar (CAT) stake by 5.3% in Q2 2026, selling an estimated $1.17M and leaving 23,555 shares worth $25.1M. The position accounts for 0.26% of the portfolio, ranked #36.

Blue Trust Inc first reported a position in CAT in Q2 2022 and has held it in 17 quarters since. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Blue Trust Inc held 23,555 shares of Caterpillar worth $25.1M as of Q2 2026.
  • Blue Trust Inc sold 1,330 Caterpillar shares in Q2 2026, an estimated $1.17M.
  • Caterpillar made up 0.26% of Blue Trust Inc's portfolio in Q2 2026, its #36 holding.
  • Blue Trust Inc first reported a position in Caterpillar in Q2 2022 and has held it in 17 quarters since.
  • 1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.