Clarendon Private’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$576K Buy
541
+33
+6% +$29K 0.37% 70
2026
Q1
$360K Buy
+508
New +$352K 0.28% 87
2025
Q1
Sell
-953
Closed -$346K 103
2024
Q4
$346K Buy
+953
New +$370K 0.36% 74

Other funds holding CAT

Clarendon Private's CAT Position: Q2 2026 in Review

Clarendon Private increased its Caterpillar (CAT) stake by 6.5% in Q2 2026, buying an estimated $29K and bringing the position to 541 shares worth $576K. The position accounts for 0.37% of the portfolio, ranked #70.

Clarendon Private first reported a position in CAT in Q4 2024 and has held it in 3 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Clarendon Private held 541 shares of Caterpillar worth $576K as of Q2 2026.
  • Clarendon Private bought 33 Caterpillar shares in Q2 2026, an estimated $29K.
  • Caterpillar made up 0.37% of Clarendon Private's portfolio in Q2 2026, its #70 holding.
  • Clarendon Private first reported a position in Caterpillar in Q4 2024 and has held it in 3 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Clarendon Private's 13F filing for Q2 2026, filed 22 Jul 2026.