Cross Staff Investments’s Caterpillar CAT Stock Holding History

Cross Staff Investments’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	$7.22M	Hold	6,781	–	–	4.07%	4
2026 Q1	$4.8M	Sell	6,781 -285	-4%	-$197K	2.43%	7
2025 Q4	$4.05M	Hold	7,066	–	–	2.23%	9
2025 Q3	$3.37M	Hold	7,066	–	–	2.35%	7
2025 Q2	$2.74M	Hold	7,066	–	–	2.04%	7
2025 Q1	$2.33M	Sell	7,066 -38	-0.5%	-$13.5K	1.76%	8
2024 Q4	$2.58M	Hold	7,104	–	–	1.8%	10
2024 Q3	$2.78M	Hold	7,104	–	–	2.14%	7
2024 Q2	$2.37M	Hold	7,104	–	–	1.97%	8
2024 Q1	$2.6M	Hold	7,104	–	–	2.19%	8
2023 Q4	$2.1M	Sell	7,104 -59	-0.8%	-$15.3K	1.86%	9
2023 Q3	$1.96M	Hold	7,163	–	–	1.91%	9
2023 Q2	$1.76M	Hold	7,163	–	–	1.62%	11
2023 Q1	$1.64M	Hold	7,163	–	–	1.62%	12
2022 Q4	$1.72M	Hold	7,163	–	–	1.8%	8
2022 Q3	$1.18M	Hold	7,163	–	–	1.32%	16
2022 Q2	$1.28M	Hold	7,163	–	–	1.41%	15
2022 Q1	$1.6M	Hold	7,163	–	–	1.48%	14
2021 Q4	$1.48M	Buy	+7,163	New	+$1.44M	1.32%	17

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cross Staff Investments's CAT Position: Q2 2026 in Review

Cross Staff Investments held its Caterpillar (CAT) position steady in Q2 2026 at 6,781 shares worth $7.22M. The position accounts for 4.07% of the portfolio, ranked #4.

Cross Staff Investments first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Cross Staff Investments held 6,781 shares of Caterpillar worth $7.22M as of Q2 2026.
Cross Staff Investments left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 4.07% of Cross Staff Investments's portfolio in Q2 2026, its #4 holding.
Cross Staff Investments first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cross Staff Investments's 13F filing for Q2 2026, filed 22 Jul 2026.