C
CAT icon

Certuity’s Caterpillar CAT Stock Holding History

Certuity’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 		$5.08M Sell
4,773
-141
-3% -$124K 0.25% 58
2026
Q1 		$3.48M Sell
4,914
-233
-5% -$161K 0.23% 75
2025
Q4 		$2.95M Buy
5,147
+56
+1% +$31.1K 0.19% 80
2025
Q3 		$2.43M Sell
5,091
-301
-6% -$129K 0.17% 84
2025
Q2 		$2.09M Sell
5,392
-1,522
-22% -$507K 0.2% 83
2025
Q1 		$2.28M Buy
6,914
+878
+15% +$313K 0.24% 68
2024
Q4 		$2.19M Buy
6,036
+2,410
+66% +$935K 0.24% 71
2024
Q3 		$1.42M Sell
3,626
-108
-3% -$37.3K 0.15% 105
2024
Q2 		$1.24M Buy
3,734
+218
+6% +$75.6K 0.1% 109
2024
Q1 		$1.29M Sell
3,516
-784
-18% -$251K 0.11% 93
2023
Q4 		$1.27M Buy
4,300
+2,211
+106% +$574K 0.13% 96
2023
Q3 		$570K Buy
2,089
+138
+7% +$37.4K 0.07% 128
2023
Q2 		$480K Buy
1,951
+864
+79% +$193K 0.05% 149
2023
Q1 		$249K Buy
1,087
+71
+7% +$17.2K 0.04% 181
2022
Q4 		$243K Buy
+1,016
New +$221K 0.04% 181
2021
Q4 		– Sell
-1,679
Closed -$323K – 314
2021
Q3 		$323K Sell
1,679
-75
-4% -$15.6K 0.06% 261
2021
Q2 		$382K Buy
1,754
+181
+12% +$41.8K 0.09% 176
2021
Q1 		$365K Buy
1,573
+25
+2% +$5.17K 0.1% 160
2020
Q4 		$282K Buy
1,548
+60
+4% +$10.2K 0.09% 160
2020
Q3 		$222K Buy
+1,488
New +$209K 0.09% 170

Other funds holding CAT

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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Certuity's CAT Position: Q2 2026 in Review

Certuity reduced its Caterpillar (CAT) stake by 2.9% in Q2 2026, selling an estimated $124K and leaving 4,773 shares worth $5.08M. The position accounts for 0.25% of the portfolio, ranked #58.

Certuity first reported a position in CAT in Q3 2020 and has held it in 20 quarters since. 1,721 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Certuity held 4,773 shares of Caterpillar worth $5.08M as of Q2 2026.
  • Certuity sold 141 Caterpillar shares in Q2 2026, an estimated $124K.
  • Caterpillar made up 0.25% of Certuity's portfolio in Q2 2026, its #58 holding.
  • Certuity first reported a position in Caterpillar in Q3 2020 and has held it in 20 quarters since.
  • 1,721 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.