Constitution Capital
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
Q3 		$2.58M Buy
3,180
+820
+35% +$695K 1.2% 21
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 $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Constitution Capital's CAT Position: Q3 2026 in Review

Constitution Capital increased its Caterpillar (CAT) stake by 35% in Q3 2026, buying an estimated $695K and bringing the position to 3,180 shares worth $2.58M. The position accounts for 1.2% of the portfolio, ranked #21.

Constitution Capital first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. 2,029 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Constitution Capital held 3,180 shares of Caterpillar worth $2.58M as of Q3 2026.
  • Constitution Capital bought 820 Caterpillar shares in Q3 2026, an estimated $695K.
  • Caterpillar made up 1.2% of Constitution Capital's portfolio in Q3 2026, its #21 holding.
  • Constitution Capital first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
  • 2,029 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Constitution Capital's 13F filing for Q3 2026, filed 23 Oct 2026.