CAM
CAT icon

Capital Asset Management’s Caterpillar CAT Stock Holding History

Capital 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 		$351K Sell
330
-246
-43% -$216K 0.79% 30
2026
Q1 		$408K Hold
576
– – 0.46% 54
2025
Q4 		$330K Buy
+576
New +$320K 0.37% 56

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

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

Capital Asset Management reduced its Caterpillar (CAT) stake by 43% in Q2 2026, selling an estimated $216K and leaving 330 shares worth $351K. The position accounts for 0.79% of the portfolio, ranked #30.

Capital Asset Management first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $408K in Q1 2026. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Capital Asset Management held 330 shares of Caterpillar worth $351K as of Q2 2026.
  • Capital Asset Management sold 246 Caterpillar shares in Q2 2026, an estimated $216K.
  • Caterpillar made up 0.79% of Capital Asset Management's portfolio in Q2 2026, its #30 holding.
  • Capital Asset Management first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • Capital Asset Management's Caterpillar position peaked at $408K in Q1 2026.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Capital Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.