Congress Park Capital’s Caterpillar CAT Stock Holding History

Congress Park Capital’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	$1.29M	Sell	1,215 -370	-23%	-$325K	0.35%	58
2026 Q1	$1.12M	Buy	1,585 +255	+19%	+$177K	0.34%	56
2025 Q4	$762K	Sell	1,330 -190	-13%	-$106K	0.23%	71
2025 Q3	$725K	Sell	1,520 -75	-5%	-$32K	0.23%	70
2025 Q2	$619K	Buy	1,595 +375	+31%	+$125K	0.2%	75
2025 Q1	$402K	Hold	1,220	–	–	0.15%	85
2024 Q4	$443K	Sell	1,220 -250	-17%	-$97K	0.16%	85
2024 Q3	$575K	Hold	1,470	–	–	0.21%	78
2024 Q2	$490K	Hold	1,470	–	–	0.2%	80
2024 Q1	$539K	Sell	1,470 -125	-8%	-$40K	0.24%	76
2023 Q4	$472K	Buy	1,595 +175	+12%	+$45.4K	0.23%	77
2023 Q3	$388K	Hold	1,420	–	–	0.2%	84
2023 Q2	$349K	Buy	1,420 +350	+33%	+$78K	0.17%	100
2023 Q1	$245K	Buy	1,070 +70	+7%	+$16.9K	0.13%	110
2022 Q4	$240K	Buy	+1,000	New	+$218K	0.14%	121

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Congress Park Capital's CAT Position: Q2 2026 in Review

Congress Park Capital reduced its Caterpillar (CAT) stake by 23% in Q2 2026, selling an estimated $325K and leaving 1,215 shares worth $1.29M. The position accounts for 0.35% of the portfolio, ranked #58.

Congress Park Capital first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 1,994 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Congress Park Capital held 1,215 shares of Caterpillar worth $1.29M as of Q2 2026.
Congress Park Capital sold 370 Caterpillar shares in Q2 2026, an estimated $325K.
Caterpillar made up 0.35% of Congress Park Capital's portfolio in Q2 2026, its #58 holding.
Congress Park Capital first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
1,994 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Congress Park Capital's 13F filing for Q2 2026, filed 14 Jul 2026.