Carroll Investors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Carroll Investors's CAT Position: Q2 2026 in Review
Carroll Investors opened a new position in Caterpillar (CAT) in Q2 2026: 220 shares worth $234K. The stake represents 0.1% of the portfolio and ranks #31 among its holdings. This is a return to the name: Carroll Investors previously reported a position in CAT as recently as Q1 2022.
Carroll Investors first reported a position in CAT in Q4 2021 and has held it in 3 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Carroll Investors held 220 shares of Caterpillar worth $234K as of Q2 2026.
- Caterpillar was a new Carroll Investors position in Q2 2026.
- Caterpillar made up 0.1% of Carroll Investors's portfolio in Q2 2026, its #31 holding.
- Carroll Investors first reported a position in Caterpillar in Q4 2021 and has held it in 3 quarters since.
- 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Carroll Investors's 13F filing for Q2 2026, filed 3 Aug 2026.