Congress Asset Management’s Caterpillar CAT Stock Holding History

Congress 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	$44.4M	Sell	41,651 -1,537	-4%	-$1.35M	0.27%	108
2026 Q1	$30.6M	Sell	43,188 -9,683	-18%	-$6.71M	0.22%	119
2025 Q4	$30.3M	Sell	52,871 -1,213	-2%	-$674K	0.21%	124
2025 Q3	$25.8M	Sell	54,084 -265	-0.5%	-$113K	0.17%	132
2025 Q2	$21.1M	Sell	54,349 -22	-0%	-$7.33K	0.14%	133
2025 Q1	$17.9M	Sell	54,371 -1,242	-2%	-$442K	0.13%	140
2024 Q4	$20.2M	Buy	55,613 +363	+0.7%	+$141K	0.14%	134
2024 Q3	$21.6M	Sell	55,250 -1,021	-2%	-$353K	0.15%	127
2024 Q2	$18.7M	Buy	56,271 +170	+0.3%	+$58.9K	0.13%	129
2024 Q1	$20.6M	Sell	56,101 -1,594	-3%	-$509K	0.15%	124
2023 Q4	$17.1M	Sell	57,695 -680	-1%	-$176K	0.13%	129
2023 Q3	$15.9M	Sell	58,375 -659	-1%	-$179K	0.14%	129
2023 Q2	$14.5M	Sell	59,034 -15,236	-21%	-$3.4M	0.13%	140
2023 Q1	$17M	Sell	74,270 -460,230	-86%	-$111M	0.16%	127
2022 Q4	$128M	Sell	534,500 -2,967	-0.6%	-$646K	1.28%	12
2022 Q3	$88.2M	Sell	537,467 -16,771	-3%	-$3.06M	0.95%	47
2022 Q2	$99.1M	Buy	554,238 +11,963	+2%	+$2.52M	0.95%	42
2022 Q1	$121M	Buy	542,275 +14,444	+3%	+$3.03M	1.03%	38
2021 Q4	$109M	Sell	527,831 -68,497	-11%	-$13.8M	0.83%	63
2021 Q3	$114M	Buy	596,328 +56,297	+10%	+$11.7M	0.89%	57
2021 Q2	$118M	Buy	540,031 +1,761	+0.3%	+$407K	0.98%	44
2021 Q1	$125M	Buy	538,270 +25,335	+5%	+$5.24M	1.13%	28
2020 Q4	$93.4M	Buy	512,935 +9,923	+2%	+$1.68M	0.88%	59
2020 Q3	$75M	Buy	503,012 +500,352	+18,810%	+$70.3M	0.81%	68
2020 Q2	$336K	Buy	+2,660	New	+$315K	﹤0.01%	295
2020 Q1	–	Sell	-1,393	Closed	-$206K	–	333
2019 Q4	$206K	Buy	+1,393	New	+$194K	﹤0.01%	341
2019 Q1	–	Sell	-1,610	Closed	-$205K	–	353
2018 Q4	$205K	Sell	1,610 -1,225	-43%	-$159K	﹤0.01%	357
2018 Q3	$432K	Sell	2,835 -219	-7%	-$31K	0.01%	339
2018 Q2	$414K	Sell	3,054 -270	-8%	-$40.3K	0.01%	340
2018 Q1	$490K	Buy	3,324 +242	+8%	+$38.2K	0.01%	346
2017 Q4	$486K	Hold	3,082	–	–	0.01%	343
2017 Q3	$384K	Buy	3,082 +66	+2%	+$7.6K	0.01%	361
2017 Q2	$324K	Buy	3,016 +36	+1%	+$3.66K	0.01%	240
2017 Q1	$276K	Sell	2,980 -131	-4%	-$12.4K	0.01%	239
2016 Q4	$289K	Sell	3,111 -2,017	-39%	-$183K	0.01%	242
2016 Q3	$455K	Sell	5,128 -3,500	-41%	-$286K	0.01%	194
2016 Q2	$654K	Sell	8,628 -569	-6%	-$42.6K	0.02%	192
2016 Q1	$704K	Sell	9,197 -31,651	-77%	-$2.12M	0.02%	185
2015 Q4	$2.78M	Sell	40,848 -37,140	-48%	-$2.6M	0.07%	160
2015 Q3	$5.1M	Sell	77,988 -1,167	-1%	-$89.3K	0.13%	120
2015 Q2	$6.71M	Buy	79,155 +1,415	+2%	+$122K	0.19%	113
2015 Q1	$6.22M	Buy	77,740 +3,961	+5%	+$329K	0.15%	110
2014 Q4	$6.75M	Buy	73,779 +2,290	+3%	+$223K	0.17%	107
2014 Q3	$7.08M	Buy	71,489 +885	+1%	+$93.8K	0.18%	102
2014 Q2	$7.67M	Buy	70,604 +763	+1%	+$80.1K	0.2%	95
2014 Q1	$6.94M	Buy	69,841 +6,741	+11%	+$636K	0.17%	93
2013 Q4	$5.73M	Sell	63,100 -2,834	-4%	-$242K	0.15%	103
2013 Q3	$5.5M	Sell	65,934 -9,747	-13%	-$824K	0.15%	97
2013 Q2	$6.24M	Buy	+75,681	New	+$6.44M	0.19%	85

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

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

Congress Asset Management reduced its Caterpillar (CAT) stake by 3.6% in Q2 2026, selling an estimated $1.35M and leaving 41,651 shares worth $44.4M. The position accounts for 0.27% of the portfolio, ranked #108.

Congress Asset Management first reported a position in CAT in Q2 2013 and has held it in 49 quarters since. The position peaked at $128M in Q4 2022. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Congress Asset Management held 41,651 shares of Caterpillar worth $44.4M as of Q2 2026.
Congress Asset Management sold 1,537 Caterpillar shares in Q2 2026, an estimated $1.35M.
Caterpillar made up 0.27% of Congress Asset Management's portfolio in Q2 2026, its #108 holding.
Congress Asset Management first reported a position in Caterpillar in Q2 2013 and has held it in 49 quarters since.
Congress Asset Management's Caterpillar position peaked at $128M in Q4 2022.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.