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Cortland Associates’s Caterpillar CAT Stock Holding History

Cortland Associates’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 		$2.23M Buy
2,091
+1
+0% +$878 0.32% 32
2026
Q1 		$1.48M Sell
2,090
-99
-5% -$68.6K 0.21% 31
2025
Q4 		$1.25M Sell
2,189
-365
-14% -$203K 0.16% 31
2025
Q3 		$1.22M Buy
2,554
+2
+0.1% +$854 0.14% 33
2025
Q2 		$991K Buy
2,552
+3
+0.1% +$1K 0.12% 35
2025
Q1 		$841K Buy
2,549
+3
+0.1% +$1.07K 0.1% 35
2024
Q4 		$924K Buy
2,546
+2
+0.1% +$776 0.11% 36
2024
Q3 		$995K Buy
2,544
+1,198
+89% +$414K 0.12% 31
2024
Q2 		$448K Buy
1,346
+3
+0.2% +$1.04K 0.06% 40
2024
Q1 		$492K Buy
1,343
+2
+0.1% +$639 0.06% 37
2023
Q4 		$396K Buy
1,341
+4
+0.3% +$1.04K 0.06% 40
2023
Q3 		$365K Buy
1,337
+3
+0.2% +$814 0.06% 39
2023
Q2 		$328K Sell
1,334
-106
-7% -$23.6K 0.05% 41
2023
Q1 		$330K Buy
1,440
+53
+4% +$12.8K 0.05% 43
2022
Q4 		$332K Hold
1,387
– – 0.06% 43
2022
Q3 		$228K Hold
1,387
– – 0.04% 49
2022
Q2 		$248K Hold
1,387
– – 0.04% 51
2022
Q1 		$309K Hold
1,387
– – 0.04% 48
2021
Q4 		$287K Hold
1,387
– – 0.03% 53
2021
Q3 		$266K Hold
1,387
– – 0.03% 55
2021
Q2 		$302K Sell
1,387
-46
-3% -$10.6K 0.03% 50
2021
Q1 		$332K Hold
1,433
– – 0.04% 45
2020
Q4 		$261K Buy
1,433
+16
+1% +$2.71K 0.03% 48
2020
Q3 		$211K Buy
+1,417
New +$199K 0.03% 55
2020
Q1 		– Sell
-1,417
Closed -$209K – 49
2019
Q4 		$209K Buy
+1,417
New +$198K 0.03% 53
2018
Q4 		– Sell
-2,082
Closed -$317K – 51
2018
Q3 		$317K Buy
+2,082
New +$294K 0.05% 44
2018
Q2 		– Sell
-2,082
Closed -$307K – 52
2018
Q1 		$307K Hold
2,082
– – 0.05% 47
2017
Q4 		$328K Buy
+2,082
New +$289K 0.06% 46

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

Cortland Associates's CAT Position: Q2 2026 in Review

Cortland Associates increased its Caterpillar (CAT) stake by 0.05% in Q2 2026, buying an estimated $878 and bringing the position to 2,091 shares worth $2.23M. The position accounts for 0.32% of the portfolio, ranked #32.

Cortland Associates first reported a position in CAT in Q4 2017 and has held it in 28 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Cortland Associates held 2,091 shares of Caterpillar worth $2.23M as of Q2 2026.
  • Cortland Associates bought 1 Caterpillar share in Q2 2026, an estimated $878.
  • Caterpillar made up 0.32% of Cortland Associates's portfolio in Q2 2026, its #32 holding.
  • Cortland Associates first reported a position in Caterpillar in Q4 2017 and has held it in 28 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cortland Associates's 13F filing for Q2 2026, filed 28 Jul 2026.