CSP
CAT icon

Cary Street Partners’s Caterpillar CAT Stock Holding History

Cary Street Partners’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 		$21.5M Sell
20,143
-1,239
-6% -$1.09M 0.47% 48
2026
Q1 		$15.1M Buy
21,382
+1,265
+6% +$876K 0.38% 64
2025
Q4 		$11.5M Buy
20,117
+2,379
+13% +$1.32M 0.29% 85
2025
Q3 		$8.46M Sell
17,738
-547
-3% -$234K 0.22% 112
2025
Q2 		$7.1M Buy
18,285
+1,591
+10% +$530K 0.2% 127
2025
Q1 		$5.51M Buy
16,694
+1,031
+7% +$367K 0.17% 136
2024
Q4 		$5.68M Buy
+15,663
New +$6.07M 0.18% 122

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Cary Street Partners's CAT Position: Q2 2026 in Review

Cary Street Partners reduced its Caterpillar (CAT) stake by 5.8% in Q2 2026, selling an estimated $1.09M and leaving 20,143 shares worth $21.5M. The position accounts for 0.47% of the portfolio, ranked #48.

Cary Street Partners first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Cary Street Partners held 20,143 shares of Caterpillar worth $21.5M as of Q2 2026.
  • Cary Street Partners sold 1,239 Caterpillar shares in Q2 2026, an estimated $1.09M.
  • Caterpillar made up 0.47% of Cary Street Partners's portfolio in Q2 2026, its #48 holding.
  • Cary Street Partners first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.