Capital Square
CAT icon

Capital Square’s Caterpillar CAT Stock Holding History

Capital Square’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
Q3 		$1.13M Sell
1,387
-73
-5% -$61.9K 0.5% 52
2026
Q2 		$1.39M Buy
1,460
+10
+0.7% +$8.78K 0.61% 46
2026
Q1 		$1.21M Sell
1,450
-151
-9% -$105K 0.56% 49
2025
Q4 		$917K Buy
1,601
+1
+0.1% +$556 0.47% 58
2025
Q3 		$764K Sell
1,600
-53
-3% -$22.6K 0.39% 70
2025
Q2 		$671K Sell
1,653
-1
-0.1% -$333 0.36% 83
2025
Q1 		$545K Sell
1,654
-148
-8% -$52.7K 0.32% 87
2024
Q4 		$735K Buy
1,802
+113
+7% +$43.8K 0.42% 82
2024
Q3 		$661K Sell
1,689
-316
-16% -$109K 0.4% 75
2024
Q2 		$698K Sell
2,005
-40
-2% -$13.9K 0.45% 70
2024
Q1 		$750K Hold
2,045
– – 0.53% 58
2023
Q4 		$605K Sell
2,045
-45
-2% -$11.7K 0.68% 43
2023
Q3 		$542K Sell
2,090
-2
-0.1% -$543 0.73% 44
2023
Q2 		$515K Buy
2,092
+690
+49% +$154K 0.48% 61
2023
Q1 		$293K Sell
1,402
-132
-9% -$31.9K 0.27% 99
2022
Q4 		$368K Hold
1,534
– – 0.33% 85
2022
Q3 		$251K Hold
1,534
– – 0.23% 103
2022
Q2 		$274K Sell
1,534
-2,005
-57% -$423K 0.23% 101
2022
Q1 		$788K Sell
3,539
-44
-1% -$9.23K 0.56% 59
2021
Q4 		$787K Hold
3,583
– – 0.54% 65
2021
Q3 		$696K Buy
3,583
+2,025
+130% +$422K 0.49% 69
2021
Q2 		$328K Sell
1,558
-105
-6% -$24.2K 0.24% 113
2021
Q1 		$383K Sell
1,663
-285
-15% -$59K 0.29% 102
2020
Q4 		$354K Sell
1,948
-61
-3% -$10.3K 0.3% 100
2020
Q3 		$299K Sell
2,009
-190
-9% -$26.7K 0.31% 100
2020
Q2 		$278K Buy
2,199
+24
+1% +$2.84K 0.3% 101
2020
Q1 		$252K Buy
2,175
+176
+9% +$22.5K 0.29% 95
2019
Q4 		$295K Buy
+1,999
New +$279K 0.28% 97

Other funds holding CAT

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Capital Square's CAT Position: Q3 2026 in Review

Capital Square reduced its Caterpillar (CAT) stake by 5% in Q3 2026, selling an estimated $61.9K and leaving 1,387 shares worth $1.13M. The position accounts for 0.5% of the portfolio, ranked #52.

Capital Square first reported a position in CAT in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.39M in Q2 2026. 1,588 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Capital Square held 1,387 shares of Caterpillar worth $1.13M as of Q3 2026.
  • Capital Square sold 73 Caterpillar shares in Q3 2026, an estimated $61.9K.
  • Caterpillar made up 0.5% of Capital Square's portfolio in Q3 2026, its #52 holding.
  • Capital Square first reported a position in Caterpillar in Q4 2019 and has held it in 28 quarters since.
  • Capital Square's Caterpillar position peaked at $1.39M in Q2 2026.
  • 1,588 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.