Covenant Asset Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Covenant Asset Management's CAT Position: Q2 2026 in Review
Covenant Asset Management reduced its Caterpillar (CAT) stake by 4.6% in Q2 2026, selling an estimated $110K and leaving 2,573 shares worth $2.74M. The position accounts for 0.46% of the portfolio, ranked #52.
Covenant Asset Management first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Covenant Asset Management held 2,573 shares of Caterpillar worth $2.74M as of Q2 2026.
- Covenant Asset Management sold 125 Caterpillar shares in Q2 2026, an estimated $110K.
- Caterpillar made up 0.46% of Covenant Asset Management's portfolio in Q2 2026, its #52 holding.
- Covenant Asset Management first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
- 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Covenant Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.