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Canal Capital Management’s Caterpillar CAT Stock Holding History

Canal Capital 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 		$2.3M Buy
2,160
+352
+19% +$309K 0.28% 68
2026
Q1 		$1.28M Buy
1,808
+90
+5% +$62.3K 0.17% 85
2025
Q4 		$984K Buy
1,718
+4
+0.2% +$2.22K 0.14% 87
2025
Q3 		$818K Buy
1,714
+114
+7% +$48.7K 0.12% 91
2025
Q2 		$621K Buy
1,600
+64
+4% +$21.3K 0.1% 99
2025
Q1 		$507K Sell
1,536
-25
-2% -$8.9K 0.08% 101
2024
Q4 		$566K Buy
1,561
+3
+0.2% +$1.16K 0.09% 102
2024
Q3 		$609K Buy
1,558
+4
+0.3% +$1.38K 0.1% 91
2024
Q2 		$518K Buy
1,554
+348
+29% +$121K 0.09% 94
2024
Q1 		$442K Sell
1,206
-16
-1% -$5.11K 0.07% 103
2023
Q4 		$361K Buy
1,222
+7
+0.6% +$1.82K 0.07% 120
2023
Q3 		$332K Buy
1,215
+22
+2% +$5.97K 0.07% 112
2023
Q2 		$294K Buy
1,193
+5
+0.4% +$1.11K 0.06% 127
2023
Q1 		$272K Buy
1,188
+4
+0.3% +$967 0.06% 129
2022
Q4 		$284K Buy
+1,184
New +$258K 0.07% 131
2022
Q3 		– Sell
-1,275
Closed -$228K – 136
2022
Q2 		$228K Buy
1,275
+74
+6% +$15.6K 0.07% 132
2022
Q1 		$268K Buy
1,201
+37
+3% +$7.76K 0.07% 126
2021
Q4 		$241K Buy
+1,164
New +$234K 0.06% 132
2021
Q3 		– Sell
-963
Closed -$210K – 129
2021
Q2 		$210K Buy
963
+4
+0.4% +$924 0.06% 131
2021
Q1 		$222K Buy
+959
New +$199K 0.08% 124
2020
Q4 		– Sell
-1,356
Closed -$202K – 124
2020
Q3 		$202K Buy
+1,356
New +$190K 0.09% 114
2020
Q1 		– Sell
-1,524
Closed -$225K – 100
2019
Q4 		$225K Buy
+1,524
New +$213K 0.11% 105
2019
Q3 		– Sell
-1,533
Closed -$209K – 117
2019
Q2 		$209K Buy
+1,533
New +$203K 0.13% 108

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

Canal Capital Management's CAT Position: Q2 2026 in Review

Canal Capital Management increased its Caterpillar (CAT) stake by 19% in Q2 2026, buying an estimated $309K and bringing the position to 2,160 shares worth $2.3M. The position accounts for 0.28% of the portfolio, ranked #68.

Canal Capital Management first reported a position in CAT in Q2 2019 and has held it in 23 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Canal Capital Management held 2,160 shares of Caterpillar worth $2.3M as of Q2 2026.
  • Canal Capital Management bought 352 Caterpillar shares in Q2 2026, an estimated $309K.
  • Caterpillar made up 0.28% of Canal Capital Management's portfolio in Q2 2026, its #68 holding.
  • Canal Capital Management first reported a position in Caterpillar in Q2 2019 and has held it in 23 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Canal Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.