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Byrne Asset Management’s Caterpillar CAT Stock Holding History

Byrne 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 		$3.66M Sell
3,440
-295
-8% -$259K 1.98% 10
2026
Q1 		$2.65M Sell
3,735
-163
-4% -$113K 1.55% 10
2025
Q4 		$2.23M Buy
3,898
+66
+2% +$36.7K 1.23% 16
2025
Q3 		$1.83M Sell
3,832
-107
-3% -$45.7K 1.12% 22
2025
Q2 		$1.53M Buy
3,939
+87
+2% +$29K 1.01% 26
2025
Q1 		$1.27M Sell
3,852
-283
-7% -$101K 0.94% 29
2024
Q4 		$1.5M Sell
4,135
-34
-0.8% -$13.2K 1.06% 21
2024
Q3 		$1.63M Sell
4,169
-50
-1% -$17.3K 1.11% 22
2024
Q2 		$1.38M Sell
4,219
-73
-2% -$25.3K 0.99% 27
2024
Q1 		$1.57M Sell
4,292
-143
-3% -$45.7K 1.09% 26
2023
Q4 		$1.32M Sell
4,435
-208
-4% -$54K 1.01% 30
2023
Q3 		$1.27M Buy
4,643
+4
+0.1% +$1.08K 1.05% 29
2023
Q2 		$1.14M Buy
4,639
+84
+2% +$18.7K 0.74% 34
2023
Q1 		$1.04M Sell
4,555
-317
-7% -$76.6K 0.74% 39
2022
Q4 		$1.17M Sell
4,872
-584
-11% -$127K 0.85% 31
2022
Q3 		$895K Buy
5,456
+135
+3% +$24.7K 0.69% 44
2022
Q2 		$951K Sell
5,321
-12
-0.2% -$2.53K 0.7% 45
2022
Q1 		$1.19M Buy
5,333
+430
+9% +$90.2K 0.74% 43
2021
Q4 		$1.01M Buy
+4,903
New +$987K 0.66% 44

Other funds holding CAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Byrne Asset Management reduced its Caterpillar (CAT) stake by 7.9% in Q2 2026, selling an estimated $259K and leaving 3,440 shares worth $3.66M. The position accounts for 1.98% of the portfolio, ranked #10.

Byrne Asset Management first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Byrne Asset Management held 3,440 shares of Caterpillar worth $3.66M as of Q2 2026.
  • Byrne Asset Management sold 295 Caterpillar shares in Q2 2026, an estimated $259K.
  • Caterpillar made up 1.98% of Byrne Asset Management's portfolio in Q2 2026, its #10 holding.
  • Byrne Asset Management first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.