CAM
CAT icon

Cidel Asset Management’s Caterpillar CAT Stock Holding History

Cidel Asset Management’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 		$2.22M Sell
2,086
-340
-14% -$299K 0.11% 113
2026
Q1 		$1.72M Buy
2,426
+85
+4% +$58.9K 0.09% 110
2025
Q4 		$1.34M Sell
2,341
-121
-5% -$67.3K 0.09% 114
2025
Q3 		$1.17M Hold
2,462
– – 0.07% 116
2025
Q2 		$956K Buy
2,462
+66
+3% +$22K 0.06% 128
2025
Q1 		$790K Buy
2,396
+67
+3% +$23.9K 0.05% 139
2024
Q4 		$845K Sell
2,329
-142
-6% -$55.1K 0.06% 130
2024
Q3 		$966K Hold
2,471
– – 0.07% 123
2024
Q2 		$823K Sell
2,471
-167
-6% -$57.9K 0.06% 124
2024
Q1 		$967K Sell
2,638
-51
-2% -$16.3K 0.07% 120
2023
Q4 		$795K Buy
+2,689
New +$698K 0.03% 131

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Cidel Asset Management's CAT Position: Q2 2026 in Review

Cidel Asset Management reduced its Caterpillar (CAT) stake by 14% in Q2 2026, selling an estimated $299K and leaving 2,086 shares worth $2.22M. The position accounts for 0.11% of the portfolio, ranked #113.

Cidel Asset Management first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Cidel Asset Management held 2,086 shares of Caterpillar worth $2.22M as of Q2 2026.
  • Cidel Asset Management sold 340 Caterpillar shares in Q2 2026, an estimated $299K.
  • Caterpillar made up 0.11% of Cidel Asset Management's portfolio in Q2 2026, its #113 holding.
  • Cidel Asset Management first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cidel Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.