Cresset Asset Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Cresset Asset Management's CAT Position: Q2 2026 in Review
Cresset Asset Management reduced its Caterpillar (CAT) stake by 4.5% in Q2 2026, selling an estimated $3.82M and leaving 91,417 shares worth $97.4M. The position accounts for 0.35% of the portfolio, ranked #44.
Cresset Asset Management first reported a position in CAT in Q4 2018 and has held it in 31 quarters since. 4,050 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Cresset Asset Management held 91,417 shares of Caterpillar worth $97.4M as of Q2 2026.
- Cresset Asset Management sold 4,351 Caterpillar shares in Q2 2026, an estimated $3.82M.
- Caterpillar made up 0.35% of Cresset Asset Management's portfolio in Q2 2026, its #44 holding.
- Cresset Asset Management first reported a position in Caterpillar in Q4 2018 and has held it in 31 quarters since.
- 4,050 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.