Cullen Investment Group’s Caterpillar CAT Stock Holding History

Cullen Investment Group’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	$9.12M	Sell	8,562 -29	-0.3%	-$25.5K	1.1%	28
2026 Q1	$6.09M	Sell	8,591 -21	-0.2%	-$14.5K	0.8%	37
2025 Q4	$5.32M	Sell	8,612 -58	-0.7%	-$32.2K	0.69%	40
2025 Q3	$4.32M	Sell	8,670 -40	-0.5%	-$17.1K	0.57%	44
2025 Q2	$3.38M	Buy	8,710 +20	+0.2%	+$6.67K	0.48%	54
2025 Q1	$2.87M	Sell	8,690 -73	-0.8%	-$26K	0.43%	59
2024 Q4	$3.18M	Buy	8,763 +53	+0.6%	+$20.6K	0.47%	53
2024 Q3	$3.41M	Buy	8,710 +25	+0.3%	+$8.63K	0.51%	51
2024 Q2	$2.89M	Sell	8,685 -268	-3%	-$92.9K	0.46%	52
2024 Q1	$3.27M	Buy	8,953 +326	+4%	+$104K	0.51%	51
2023 Q4	$2.55M	Buy	+8,627	New	+$2.24M	0.45%	54

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Cullen Investment Group's CAT Position: Q2 2026 in Review

Cullen Investment Group reduced its Caterpillar (CAT) stake by 0.34% in Q2 2026, selling an estimated $25.5K and leaving 8,562 shares worth $9.12M. The position accounts for 1.1% of the portfolio, ranked #28.

Cullen Investment Group first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 842 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Cullen Investment Group held 8,562 shares of Caterpillar worth $9.12M as of Q2 2026.
Cullen Investment Group sold 29 Caterpillar shares in Q2 2026, an estimated $25.5K.
Caterpillar made up 1.1% of Cullen Investment Group's portfolio in Q2 2026, its #28 holding.
Cullen Investment Group first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
842 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cullen Investment Group's 13F filing for Q2 2026, filed 9 Jul 2026.