BOS Asset Management’s Caterpillar CAT Stock Holding History

BOS Asset Management’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	$5.39M	Sell	5,064 -639	-11%	-$561K	1.25%	21
2026 Q1	$4.04M	Sell	5,703 -429	-7%	-$297K	1.03%	27
2025 Q4	$3.51M	Sell	6,132 -211	-3%	-$117K	0.94%	30
2025 Q3	$3.03M	Buy	6,343 +236	+4%	+$101K	0.85%	31
2025 Q2	$2.37M	Buy	6,107 +3,562	+140%	+$1.19M	0.76%	32
2025 Q1	$839K	Sell	2,545 -18	-0.7%	-$6.41K	0.29%	61
2024 Q4	$930K	Hold	2,563	–	–	0.33%	53
2024 Q3	$1M	Hold	2,563	–	–	0.37%	49
2024 Q2	$854K	Hold	2,563	–	–	0.39%	49
2024 Q1	$939K	Hold	2,563	–	–	0.49%	45
2023 Q4	$758K	Hold	2,563	–	–	0.52%	45
2023 Q3	$700K	Hold	2,563	–	–	0.51%	52
2023 Q2	$631K	Buy	2,563 +50	+2%	+$11.1K	0.49%	51
2023 Q1	$575K	Hold	2,513	–	–	0.48%	52
2022 Q4	$602K	Buy	+2,513	New	+$547K	0.54%	47

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

BOS Asset Management's CAT Position: Q2 2026 in Review

BOS Asset Management reduced its Caterpillar (CAT) stake by 11% in Q2 2026, selling an estimated $561K and leaving 5,064 shares worth $5.39M. The position accounts for 1.25% of the portfolio, ranked #21.

BOS Asset Management first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

BOS Asset Management held 5,064 shares of Caterpillar worth $5.39M as of Q2 2026.
BOS Asset Management sold 639 Caterpillar shares in Q2 2026, an estimated $561K.
Caterpillar made up 1.25% of BOS Asset Management's portfolio in Q2 2026, its #21 holding.
BOS Asset Management first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.