Capitol Family Office’s Caterpillar CAT Stock Holding History

Capitol Family Office’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	$872K	Buy	819 +127	+18%	+$112K	0.92%	17
2026 Q1	$396K	Hold	692	–	–	0.47%	21
2025 Q4	$396K	Sell	692 -9	-1%	-$5K	0.47%	21
2025 Q3	$334K	Buy	701 +1	+0.1%	+$427	0.41%	22
2025 Q2	$272K	Sell	700 -28	-4%	-$9.33K	0.35%	24
2025 Q1	$240K	Buy	+728	New	+$259K	0.34%	26

Other funds holding CAT

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Capitol Family Office's CAT Position: Q2 2026 in Review

Capitol Family Office increased its Caterpillar (CAT) stake by 18% in Q2 2026, buying an estimated $112K and bringing the position to 819 shares worth $872K. The position accounts for 0.92% of the portfolio, ranked #17.

Capitol Family Office first reported a position in CAT in Q1 2025 and has held it in 6 quarters since. 2,413 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Capitol Family Office held 819 shares of Caterpillar worth $872K as of Q2 2026.
Capitol Family Office bought 127 Caterpillar shares in Q2 2026, an estimated $112K.
Caterpillar made up 0.92% of Capitol Family Office's portfolio in Q2 2026, its #17 holding.
Capitol Family Office first reported a position in Caterpillar in Q1 2025 and has held it in 6 quarters since.
2,413 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Capitol Family Office's 13F filing for Q2 2026, filed 31 Jul 2026.