Founders Capital Management (Texas)’s Caterpillar CAT Stock Holding History

Founders Capital Management (Texas)’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	$228K	Buy	214 +34	+19%	+$29.9K	0.1%	61
2026 Q1	$128K	Hold	180	–	–	0.06%	73
2025 Q4	$103K	Hold	180	–	–	0.05%	85
2025 Q3	$85.9K	Hold	180	–	–	0.05%	94
2025 Q2	$69.9K	Hold	180	–	–	0.04%	109
2025 Q1	$59.4K	Sell	180 -47	-21%	-$16.7K	0.04%	120
2024 Q4	$82.5K	Hold	227	–	–	0.05%	95
2024 Q3	$88.9K	Buy	227 +8	+4%	+$2.76K	0.05%	89
2024 Q2	$73.1K	Hold	219	–	–	0.05%	105
2024 Q1	$80.4K	Sell	219 -30	-12%	-$9.59K	0.05%	102
2023 Q4	$73.7K	Sell	249 -13	-5%	-$3.37K	0.05%	104
2023 Q3	$71.7K	Buy	262 +137	+110%	+$37.2K	0.05%	101
2023 Q2	$30.8K	Buy	125 +14	+13%	+$3.12K	0.02%	184
2023 Q1	$25K	Buy	111 +31	+39%	+$7.49K	0.02%	204
2022 Q4	$19K	Hold	80	–	–	0.01%	228
2022 Q3	$13K	Hold	80	–	–	0.01%	266
2022 Q2	$14K	Hold	80	–	–	0.01%	272
2022 Q1	$17K	Hold	80	–	–	0.01%	228
2021 Q4	$17K	Hold	80	–	–	0.01%	228
2021 Q3	$15K	Hold	80	–	–	0.01%	240
2021 Q2	$17K	Hold	80	–	–	0.01%	222
2021 Q1	$19K	Hold	80	–	–	0.01%	198
2020 Q4	$15K	Buy	+80	New	+$13.6K	0.01%	217
2020 Q1	$9K	Hold	80	–	–	0.01%	221
2019 Q4	$12K	Hold	80	–	–	0.01%	232
2019 Q3	$10K	Hold	80	–	–	0.01%	249
2019 Q2	$11K	Hold	80	–	–	0.01%	248
2019 Q1	$11K	Hold	80	–	–	0.01%	243
2018 Q4	$10K	Hold	80	–	–	0.01%	236
2018 Q3	$12K	Hold	80	–	–	0.01%	228
2018 Q2	$11K	Hold	80	–	–	0.01%	236
2018 Q1	$12K	Hold	80	–	–	0.01%	263
2017 Q4	$13K	Hold	80	–	–	0.01%	254
2017 Q3	$10K	Hold	80	–	–	0.01%	276
2017 Q2	$9K	Hold	80	–	–	0.01%	284
2017 Q1	$7K	Buy	+80	New	+$7.57K	0.01%	322

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Founders Capital Management (Texas)'s CAT Position: Q2 2026 in Review

Founders Capital Management (Texas) increased its Caterpillar (CAT) stake by 19% in Q2 2026, buying an estimated $29.9K and bringing the position to 214 shares worth $228K. The position accounts for 0.1% of the portfolio, ranked #61.

Founders Capital Management (Texas) first reported a position in CAT in Q1 2017 and has held it in 36 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Founders Capital Management (Texas) held 214 shares of Caterpillar worth $228K as of Q2 2026.
Founders Capital Management (Texas) bought 34 Caterpillar shares in Q2 2026, an estimated $29.9K.
Caterpillar made up 0.1% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #61 holding.
Founders Capital Management (Texas) first reported a position in Caterpillar in Q1 2017 and has held it in 36 quarters since.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.