CC
CAT icon

Constitution Capital’s Caterpillar CAT Stock Holding History

Constitution 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 		$2.51M Buy
2,360
+30
+1% +$26.4K 1.29% 23
2026
Q1 		$1.65M Hold
2,330
– – 0.83% 24
2025
Q4 		$1.33M Buy
2,330
+100
+4% +$55.6K 0.63% 28
2025
Q3 		$1.06M Buy
2,230
+12
+0.5% +$5.12K 0.5% 30
2025
Q2 		$861K Sell
2,218
-1,000
-31% -$333K 0.44% 36
2025
Q1 		$1.06M Buy
3,218
+900
+39% +$321K 0.59% 31
2024
Q4 		$841K Buy
2,318
+300
+15% +$116K 0.47% 32
2024
Q3 		$789K Sell
2,018
-1,000
-33% -$345K 0.42% 30
2024
Q2 		$1.01M Buy
3,018
+1,018
+51% +$353K 0.53% 27
2024
Q1 		$733K Buy
2,000
+100
+5% +$32K 0.41% 31
2023
Q4 		$562K Hold
1,900
– – 0.34% 33
2023
Q3 		$519K Hold
1,900
– – 0.35% 34
2023
Q2 		$467K Hold
1,900
– – 0.27% 41
2023
Q1 		$435K Hold
1,900
– – 0.26% 46
2022
Q4 		$455K Hold
1,900
– – 0.28% 45
2022
Q3 		$312K Buy
+1,900
New +$347K 0.21% 45
2022
Q2 		– Sell
-1,100
Closed -$245K – 65
2022
Q1 		$245K Sell
1,100
-100
-8% -$21K 0.13% 57
2021
Q4 		$248K Hold
1,200
– – 0.13% 55
2021
Q3 		$230K Buy
1,200
+100
+9% +$20.8K 0.14% 59
2021
Q2 		$239K Hold
1,100
– – 0.15% 57
2021
Q1 		$255K Hold
1,100
– – 0.17% 54
2020
Q4 		$200K Buy
+1,100
New +$187K 0.14% 56

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

Constitution Capital's CAT Position: Q2 2026 in Review

Constitution Capital increased its Caterpillar (CAT) stake by 1.3% in Q2 2026, buying an estimated $26.4K and bringing the position to 2,360 shares worth $2.51M. The position accounts for 1.29% of the portfolio, ranked #23.

Constitution Capital first reported a position in CAT in Q4 2020 and has held it in 22 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Constitution Capital held 2,360 shares of Caterpillar worth $2.51M as of Q2 2026.
  • Constitution Capital bought 30 Caterpillar shares in Q2 2026, an estimated $26.4K.
  • Caterpillar made up 1.29% of Constitution Capital's portfolio in Q2 2026, its #23 holding.
  • Constitution Capital first reported a position in Caterpillar in Q4 2020 and has held it in 22 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Constitution Capital's 13F filing for Q2 2026, filed 9 Jul 2026.