Family Capital Management’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.18M Buy
1,105
+1
+0.1% +$878 0.46% 44
2026
Q1
$782K Sell
1,104
-383
-26% -$265K 0.35% 49
2025
Q4
$852K Buy
1,487
+335
+29% +$186K 0.38% 50
2025
Q3
$550K Buy
1,152
+144
+14% +$61.5K 0.26% 59
2025
Q2
$391K Buy
1,008
+192
+24% +$64K 0.21% 67
2025
Q1
$269K Buy
816
+102
+14% +$36.3K 0.17% 62
2024
Q4
$259K Buy
714
+168
+31% +$65.2K 0.16% 61
2024
Q3
$214K Buy
+546
New +$189K 0.14% 65
2024
Q2
Sell
-561
Closed -$206K 69
2024
Q1
$206K Buy
+561
New +$179K 0.14% 69

Other funds holding CAT

Family Capital Management's CAT Position: Q2 2026 in Review

Family Capital Management increased its Caterpillar (CAT) stake by 0.09% in Q2 2026, buying an estimated $878 and bringing the position to 1,105 shares worth $1.18M. The position accounts for 0.46% of the portfolio, ranked #44.

Family Capital Management first reported a position in CAT in Q1 2024 and has held it in 9 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Family Capital Management held 1,105 shares of Caterpillar worth $1.18M as of Q2 2026.
  • Family Capital Management bought 1 Caterpillar share in Q2 2026, an estimated $878.
  • Caterpillar made up 0.46% of Family Capital Management's portfolio in Q2 2026, its #44 holding.
  • Family Capital Management first reported a position in Caterpillar in Q1 2024 and has held it in 9 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Family Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.